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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $5,586 | $29,733-81.2% | $56,025-90.0% | $80,959-93.1% |
| Participation rate | 3.7% | 41.7%-38.1pp | 52.5%-48.8pp | 67.7%-64.0pp |
| Annual return | -52.26% | 35.28%-87.5pp | 1712.69%-1764.9pp | 35.67%-87.9pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $145 | $1,229-88.2% | $1,955-92.6% | $4,300-96.6% |
| Admin fee / account holder | $2,207 | $2,434-9.3% | $2,828-22.0% | $6,925-68.1% |