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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 | $41,135 | $111,785-63.2% | $93,669-56.1% | $145,877-71.8% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | -3.76% | 203.79%-207.5pp | 133.59%-137.3pp | 551.28%-555.0pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,384 | $4,919-51.5% | $4,416-46.0% | $6,691-64.4% |
| Admin fee / account holder | $3,323 | $10,256-67.6% | $8,291-59.9% | $13,402-75.2% |