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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 | $1,414 | $55,902-97.5% | $76,030-98.1% | $80,959-98.3% |
| Participation rate | 0.0% | 62.1%-62.1pp | 69.1%-69.1pp | 67.7%-67.7pp |
| Annual return | -32.40% | 20.59%-53.0pp | 361.54%-393.9pp | 35.67%-68.1pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $100 | $3,051-96.7% | $4,257-97.6% | $4,300-97.7% |
| Admin fee / account holder | $2,007 | $5,239-61.7% | $6,421-68.7% | $6,925-71.0% |