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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 | $17,649 | $72,071-75.5% | $68,368-74.2% | $137,256-87.1% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | -47.42% | 353.14%-400.6pp | 292.57%-340.0pp | 220.34%-267.8pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,250 | $4,410+64.4% | $4,123+75.8% | $6,407+13.2% |
| Admin fee / account holder | $7,418 | $5,336+39.0% | $5,150+44.1% | $12,270-39.5% |