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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 | $618 | $104,544-99.4% | $76,657-99.2% | $152,897-99.6% |
| Participation rate | 0.0% | 76.6%-76.6pp | 72.1%-72.1pp | 82.5%-82.5pp |
| Annual return | -9.06% | 1014.36%-1023.4pp | 1166.74%-1175.8pp | 345.43%-354.5pp |
| Employer contribution / active EE | $352 | $3,118-88.7% | $2,303-84.7% | $4,764-92.6% |
| Participant deferral / active EE | $352 | $4,236-91.7% | $3,335-89.5% | $5,851-94.0% |
| Admin fee / account holder | $22,993 | $12,286+87.2% | $6,423+258.0% | $11,599+98.2% |