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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 | $19,118 | $111,785-82.9% | $93,669-79.6% | $145,877-86.9% |
| Participation rate | 47.1% | 74.2%-27.2pp | 68.7%-21.7pp | 80.3%-33.2pp |
| Annual return | -26.69% | 203.79%-230.5pp | 133.59%-160.3pp | 551.28%-578.0pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,375 | $4,919-31.4% | $4,416-23.6% | $6,691-49.6% |
| Admin fee / account holder | $7,237 | $10,256-29.4% | $8,291-12.7% | $13,402-46.0% |