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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 | $346 | $88,186-99.6% | $165,071-99.8% | $74,459-99.5% |
| Participation rate | 0.5% | 73.1%-72.6pp | 78.6%-78.1pp | 67.2%-66.7pp |
| Annual return | -88.22% | 17.13%-105.3pp | 70.17%-158.4pp | 1369.70%-1457.9pp |
| Employer contribution / active EE | $0 | $2,600-100.0% | $4,347-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $81 | $4,505-98.2% | $6,035-98.7% | $4,350-98.1% |
| Admin fee / account holder | $36,372 | $2,234+1528.1% | $12,695+186.5% | $1,945+1770.2% |