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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 | $1,879 | $29,736-93.7% | $56,033-96.6% | $80,935-97.7% |
| Participation rate | 1.1% | 41.7%-40.5pp | 52.5%-51.3pp | 67.7%-66.5pp |
| Annual return | -93.37% | 35.28%-128.6pp | 1711.38%-1804.7pp | 35.66%-129.0pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $18 | $1,228-98.5% | $1,954-99.1% | $4,299-99.6% |
| Admin fee / account holder | $4,785 | $2,434+96.6% | $2,827+69.3% | $6,924-30.9% |