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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 | $1,319 | $58,895-97.8% | $178,503-99.3% | $73,497-98.2% |
| Participation rate | 2.0% | 66.2%-64.2pp | 81.9%-80.0pp | 70.7%-68.7pp |
| Annual return | -48.85% | 24.86%-73.7pp | 151.12%-200.0pp | 28.51%-77.4pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $21 | $2,567-99.2% | $5,202-99.6% | $3,740-99.5% |
| Admin fee / account holder | $1,302 | $400+225.2% | $13,987-90.7% | $513+153.8% |