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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 | $2,377 | $29,733-92.0% | $56,025-95.8% | $80,959-97.1% |
| Participation rate | 4.3% | 41.7%-37.4pp | 52.5%-48.2pp | 67.7%-63.3pp |
| Annual return | -64.28% | 35.28%-99.6pp | 1712.69%-1777.0pp | 35.67%-99.9pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $16 | $1,229-98.7% | $1,955-99.2% | $4,300-99.6% |
| Admin fee / account holder | $4,095 | $2,434+68.3% | $2,828+44.8% | $6,925-40.9% |