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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 | $38,168 | $100,938-62.2% | $90,461-57.8% | $158,982-76.0% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.7%-52.7pp | 82.0%-62.0pp |
| Annual return | -0.76% | 1727.20%-1728.0pp | 1294.76%-1295.5pp | 302.99%-303.8pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,946 | $4,350-55.3% | $3,964-50.9% | $5,983-67.5% |
| Admin fee / account holder | $481 | $6,510-92.6% | $5,617-91.4% | $11,252-95.7% |