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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 | $2,364 | $102,382-97.7% | $147,005-98.4% | $80,874-97.1% |
| Participation rate | 0.0% | 75.8%-75.8pp | 82.2%-82.2pp | 67.6%-67.6pp |
| Annual return | -90.40% | 134.89%-225.3pp | 418.76%-509.2pp | 35.62%-126.0pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $955 | $6,646-85.6% | $8,070-88.2% | $4,297-77.8% |
| Admin fee / account holder | $25,206 | $7,942+217.4% | $13,006+93.8% | $6,935+263.5% |