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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 | $68,878-16.1% | $120,574-52.1% | $80,935-28.6% |
| Participation rate | 0.0% | 61.7%-61.7pp | 71.9%-71.9pp | 67.7%-67.7pp |
| Annual return | -75.52% | 23.67%-99.2pp | 107.42%-182.9pp | 35.66%-111.2pp |
| Employer contribution / active EE | $0 | $2,065-100.0% | $3,471-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $353 | $3,189-88.9% | $4,996-92.9% | $4,299-91.8% |
| Admin fee / account holder | $102,241 | $5,782+1668.4% | $9,445+982.5% | $6,924+1376.5% |