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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 | $29,954 | $88,596-66.2% | $70,098-57.3% | $134,509-77.7% |
| Participation rate | 16.7% | 74.9%-58.3pp | 70.5%-53.8pp | 81.2%-64.6pp |
| Annual return | -30.39% | 442.67%-473.1pp | 190.76%-221.1pp | 418.13%-448.5pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,271 | $4,772-31.5% | $3,849-15.0% | $6,400-48.9% |
| Admin fee / account holder | $4,886 | $10,441-53.2% | $6,266-22.0% | $11,427-57.2% |