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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 | $6,753 | $26,549-74.6% | $61,501-89.0% | $66,949-89.9% |
| Participation rate | 3.3% | 38.1%-34.8pp | 52.6%-49.3pp | 69.8%-66.6pp |
| Annual return | -20.46% | -16.21%-4.2pp | 339.04%-359.5pp | 1.57%-22.0pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,160-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $77 | $1,338-94.2% | $2,125-96.4% | $4,239-98.2% |
| Admin fee / account holder | $547 | $409+33.7% | $2,132-74.4% | $594-7.9% |