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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $979 | $58,311-98.3% | $81,882-98.8% | $80,959-98.8% |
| Participation rate | 0.0% | 63.5%-63.5pp | 72.4%-72.4pp | 67.7%-67.7pp |
| Annual return | -9.78% | 41.85%-51.6pp | 779.47%-789.3pp | 35.67%-45.5pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,069 | $3,287-67.5% | $4,323-75.3% | $4,300-75.1% |
| Admin fee / account holder | $1,995 | $4,752-58.0% | $7,360-72.9% | $6,925-71.2% |