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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 | $15,375 | $84,684-81.8% | $73,835-79.2% | $125,388-87.7% |
| Participation rate | 55.0% | 76.8%-21.8pp | 73.4%-18.4pp | 83.2%-28.2pp |
| Annual return | -3.87% | 3123.93%-3127.8pp | 2268.13%-2272.0pp | 282.24%-286.1pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,702 | $3,993-7.3% | $3,583+3.3% | $5,352-30.8% |
| Admin fee / account holder | $4,642 | $5,691-18.4% | $4,880-4.9% | $9,541-51.3% |