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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,299 | $46,332-97.2% | $143,799-99.1% | $64,819-98.0% |
| Participation rate | 0.4% | 64.2%-63.8pp | 80.3%-79.9pp | 71.5%-71.1pp |
| Annual return | -27.17% | -10.05%-17.1pp | -0.04%-27.1pp | 32.84%-60.0pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $7 | $2,647-99.7% | $5,638-99.9% | $4,311-99.8% |
| Admin fee / account holder | $330 | $154+114.2% | $14,677-97.8% | $188+75.4% |