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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 | $29,670-92.0% | $56,054-95.8% | $80,911-97.1% |
| Participation rate | 4.3% | 41.7%-37.3pp | 52.5%-48.1pp | 67.6%-63.3pp |
| Annual return | -64.28% | 35.24%-99.5pp | 1705.95%-1770.2pp | 35.63%-99.9pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $16 | $1,227-98.7% | $1,952-99.2% | $4,297-99.6% |
| Admin fee / account holder | $4,095 | $2,431+68.5% | $2,822+45.1% | $6,935-40.9% |