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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 | $3,771 | $57,140-93.4% | $85,240-95.6% | $80,959-95.3% |
| Participation rate | 0.0% | 56.4%-56.4pp | 67.5%-67.5pp | 67.7%-67.7pp |
| Annual return | -1.71% | 21.71%-23.4pp | 66.75%-68.5pp | 35.67%-37.4pp |
| Employer contribution / active EE | $4,274 | $1,802+137.2% | $2,735+56.2% | $2,757+55.0% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $33,332 | $4,992+567.7% | $6,165+440.7% | $6,925+381.3% |