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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 | $2,366 | $70,121-96.6% | $63,803-96.3% | $138,895-98.3% |
| Participation rate | 0.0% | 77.2%-77.2pp | 72.7%-72.7pp | 79.9%-79.9pp |
| Annual return | -32.07% | 946.48%-978.5pp | 543.72%-575.8pp | 145.39%-177.5pp |
| Employer contribution / active EE | $525 | $2,882-81.8% | $2,532-79.3% | $4,194-87.5% |
| Participant deferral / active EE | $525 | $4,535-88.4% | $3,843-86.3% | $6,396-91.8% |
| Admin fee / account holder | $878,123 | $6,738+12933.3% | $5,196+16798.4% | $12,562+6890.2% |