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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 | $18,789 | $138,114-86.4% | $125,391-85.0% | $134,545-86.0% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -21.52% | 750.88%-772.4pp | 572.41%-593.9pp | 418.37%-439.9pp |
| Employer contribution / active EE | $3 | $5,246-99.9% | $4,816-99.9% | $4,742-99.9% |
| Participant deferral / active EE | $5,529 | $7,801-29.1% | $7,448-25.8% | $6,401-13.6% |
| Admin fee / account holder | $2,229 | $11,570-80.7% | $10,009-77.7% | $11,431-80.5% |