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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 | $232 | $27,632-99.2% | $61,452-99.6% | $68,486-99.7% |
| Participation rate | 2.4% | 39.5%-37.1pp | 52.6%-50.1pp | 67.9%-65.5pp |
| Annual return | -35.34% | -13.24%-22.1pp | 338.96%-374.3pp | -7.85%-27.5pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4 | $1,264-99.7% | $2,125-99.8% | $4,028-99.9% |
| Admin fee / account holder | $303 | $2,010-84.9% | $2,131-85.8% | $5,404-94.4% |