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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 | $37,863 | $167,362-77.4% | $143,799-73.7% | $134,532-71.9% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -59.19% | 0.47%-59.7pp | -0.04%-59.1pp | 418.27%-477.5pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $12,546 | $6,447+94.6% | $5,638+122.5% | $6,401+96.0% |
| Admin fee / account holder | $3,977 | $18,094-78.0% | $14,677-72.9% | $11,429-65.2% |