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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 | $57,769 | $68,852-16.1% | $120,524-52.1% | $80,925-28.6% |
| Participation rate | 0.0% | 61.6%-61.6pp | 71.9%-71.9pp | 67.7%-67.7pp |
| Annual return | -75.52% | 23.67%-99.2pp | 107.36%-182.9pp | 35.65%-111.2pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,469-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $353 | $3,187-88.9% | $4,994-92.9% | $4,299-91.8% |
| Admin fee / account holder | $102,241 | $5,781+1668.7% | $9,440+983.1% | $6,940+1373.2% |