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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 | $37,041 | $138,114-73.2% | $125,391-70.5% | $134,545-72.5% |
| Participation rate | 18.2% | 84.5%-66.3pp | 82.4%-64.2pp | 81.2%-63.1pp |
| Annual return | -96.08% | 750.88%-847.0pp | 572.41%-668.5pp | 418.37%-514.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,545 | $7,801-16.1% | $7,448-12.1% | $6,401+2.2% |
| Admin fee / account holder | $21,940 | $11,570+89.6% | $10,009+119.2% | $11,431+91.9% |