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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,672 | $92,684-87.4% | $82,706-85.9% | $134,509-91.3% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -25.91% | 945.84%-971.8pp | 701.76%-727.7pp | 418.13%-444.0pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,227 | $4,800-74.4% | $4,394-72.1% | $6,400-80.8% |
| Admin fee / account holder | $1,658 | $5,982-72.3% | $5,329-68.9% | $11,427-85.5% |