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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 | $15,725 | $27,632-43.1% | $61,452-74.4% | $68,486-77.0% |
| Participation rate | 1.6% | 39.5%-37.9pp | 52.6%-51.0pp | 67.9%-66.3pp |
| Annual return | -39.83% | -13.24%-26.6pp | 338.96%-378.8pp | -7.85%-32.0pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $144 | $1,264-88.6% | $2,125-93.2% | $4,028-96.4% |
| Admin fee / account holder | $2,848 | $2,010+41.7% | $2,131+33.6% | $5,404-47.3% |