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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 | $1,834 | $55,423-96.7% | $155,602-98.8% | $74,400-97.5% |
| Participation rate | 0.5% | 61.9%-61.4pp | 78.2%-77.7pp | 67.2%-66.7pp |
| Annual return | 1.00% | 269.07%-268.1pp | 64.81%-63.8pp | 1367.51%-1366.5pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $8 | $2,835-99.7% | $5,629-99.9% | $4,348-99.8% |
| Admin fee / account holder | $2,964 | $1,744+69.9% | $15,923-81.4% | $1,944+52.5% |