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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 | $68,573-15.8% | $120,368-52.0% | $80,874-28.6% |
| Participation rate | 0.0% | 61.6%-61.6pp | 71.9%-71.9pp | 67.6%-67.6pp |
| Annual return | -75.52% | 23.61%-99.1pp | 107.26%-182.8pp | 35.62%-111.1pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $3,465-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $353 | $3,174-88.9% | $4,991-92.9% | $4,297-91.8% |
| Admin fee / account holder | $102,241 | $5,734+1683.2% | $9,429+984.3% | $6,935+1374.2% |