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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 | $24,500 | $159,978-84.7% | $147,041-83.3% | $145,978-83.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | -25.02% | 98.36%-123.4pp | 419.21%-444.2pp | 550.52%-575.5pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,583 | $8,429-69.4% | $8,071-68.0% | $6,690-61.4% |
| Admin fee / account holder | $8,352 | $15,053-44.5% | $13,006-35.8% | $13,400-37.7% |