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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 | $8,043 | $88,754-90.9% | $81,820-90.2% | $145,877-94.5% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | -33.64% | 1031.77%-1065.4pp | 777.93%-811.6pp | 551.28%-584.9pp |
| Employer contribution / active EE | $300 | $3,085-90.3% | $2,915-89.7% | $4,663-93.6% |
| Participant deferral / active EE | $1,200 | $4,648-74.2% | $4,323-72.2% | $6,691-82.1% |
| Admin fee / account holder | $3,522 | $8,424-58.2% | $7,391-52.3% | $13,402-73.7% |