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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 | $56,060-97.5% | $76,002-98.1% | $80,874-98.3% |
| Participation rate | 0.0% | 62.0%-62.0pp | 69.1%-69.1pp | 67.6%-67.6pp |
| Annual return | -32.40% | 20.54%-52.9pp | 360.07%-392.5pp | 35.62%-68.0pp |
| Employer contribution / active EE | $0 | $1,873-100.0% | $2,688-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $100 | $3,051-96.7% | $4,257-97.6% | $4,297-97.7% |
| Admin fee / account holder | $2,007 | $5,237-61.7% | $6,414-68.7% | $6,935-71.1% |