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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 | $198 | $46,464-99.6% | $150,298-99.9% | $79,634-99.8% |
| Participation rate | 0.9% | 57.0%-56.1pp | 77.8%-76.9pp | 62.5%-61.6pp |
| Annual return | -31.48% | 27.89%-59.4pp | 62.79%-94.3pp | 36.46%-67.9pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $10 | $2,157-99.5% | $5,453-99.8% | $3,835-99.7% |
| Admin fee / account holder | $2,944 | $891+230.5% | $14,116-79.1% | $1,002+193.8% |