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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 | $675 | $37,446-98.2% | $77,552-99.1% | $79,856-99.2% |
| Participation rate | 0.0% | 41.5%-41.5pp | 54.2%-54.2pp | 69.6%-69.6pp |
| Annual return | -123.40% | 39.76%-163.2pp | 54.82%-178.2pp | 31.71%-155.1pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $79 | $1,261-93.8% | $1,861-95.8% | $3,741-97.9% |
| Admin fee / account holder | $507 | $2,506-79.8% | $2,859-82.3% | $5,306-90.4% |