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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 | $102,385-97.7% | $147,080-98.4% | $80,935-97.1% |
| Participation rate | 0.0% | 75.9%-75.9pp | 82.2%-82.2pp | 67.7%-67.7pp |
| Annual return | -90.40% | 135.09%-225.5pp | 420.17%-510.6pp | 35.66%-126.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $955 | $6,651-85.6% | $8,066-88.2% | $4,299-77.8% |
| Admin fee / account holder | $25,206 | $7,951+217.0% | $12,989+94.1% | $6,924+264.0% |