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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 | $19,636 | $84,685-76.8% | $73,836-73.4% | $125,389-84.3% |
| Participation rate | 27.3% | 76.8%-49.5pp | 73.4%-46.2pp | 83.2%-55.9pp |
| Annual return | -25.11% | 3123.80%-3148.9pp | 2268.06%-2293.2pp | 282.24%-307.4pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,765 | $3,993-30.7% | $3,583-22.8% | $5,352-48.3% |
| Admin fee / account holder | $5,035 | $5,694-11.6% | $4,882+3.1% | $9,541-47.2% |