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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,122 | $76,834-98.5% | $108,359-99.0% | $87,485-98.7% |
| Participation rate | 0.0% | 61.7%-61.7pp | 70.1%-70.1pp | 68.9%-68.9pp |
| Annual return | -44.09% | 19.09%-63.2pp | 36.89%-81.0pp | 26.06%-70.2pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6 | $3,100-99.8% | $4,137-99.9% | $4,274-99.9% |
| Admin fee / account holder | $60,436 | $6,537+824.5% | $9,741+520.4% | $7,775+677.3% |