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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 | $6,775 | $30,421-77.7% | $56,077-87.9% | $74,429-90.9% |
| Participation rate | 0.0% | 32.9%-32.9pp | 52.5%-52.5pp | 67.2%-67.2pp |
| Annual return | -30.84% | 24.94%-55.8pp | 1709.28%-1740.1pp | 1368.38%-1399.2pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,040-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $534 | $1,175-54.6% | $1,954-72.7% | $4,348-87.7% |
| Admin fee / account holder | $1,869 | $2,363-20.9% | $2,825-33.8% | $1,944-3.9% |