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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 | $59,308 | $78,694-24.6% | $67,653-12.3% | $125,388-52.7% |
| Participation rate | 0.0% | 78.8%-78.8pp | 75.7%-75.7pp | 83.2%-83.2pp |
| Annual return | -7.21% | 9.46%-16.7pp | 6625.22%-6632.4pp | 282.24%-289.4pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,053 | $4,292-28.9% | $3,560-14.2% | $5,352-42.9% |
| Admin fee / account holder | $533 | $7,403-92.8% | $4,821-89.0% | $9,541-94.4% |