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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 | $11,285 | $78,690-85.7% | $161,489-93.0% | $87,485-87.1% |
| Participation rate | 15.7% | 67.5%-51.8pp | 78.7%-63.0pp | 68.9%-53.2pp |
| Annual return | -245.04% | 32.74%-277.8pp | 89.72%-334.8pp | 26.06%-271.1pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,951 | $3,311+19.3% | $5,630-29.8% | $4,274-7.6% |
| Admin fee / account holder | $1,009 | $6,724-85.0% | $16,006-93.7% | $7,775-87.0% |