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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 | $23,406 | $166,242-85.9% | $165,071-85.8% | $145,884-84.0% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | -44.56% | 100.44%-145.0pp | 70.17%-114.7pp | 551.85%-596.4pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,197 | $6,964-25.4% | $6,035-13.9% | $6,690-22.3% |
| Admin fee / account holder | $10,569 | $16,658-36.6% | $12,695-16.8% | $13,392-21.1% |