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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 | $8,336 | $29,667-71.9% | $56,441-85.2% | $80,874-89.7% |
| Participation rate | 4.3% | 41.7%-37.3pp | 52.5%-48.1pp | 67.6%-63.3pp |
| Annual return | -40.03% | 35.22%-75.2pp | 1704.21%-1744.2pp | 35.62%-75.6pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $80 | $1,227-93.5% | $1,953-95.9% | $4,297-98.1% |
| Admin fee / account holder | $5,397 | $2,429+122.2% | $2,829+90.8% | $6,935-22.2% |