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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 | $1,166 | $24,618-95.3% | $71,585-98.4% | $82,637-98.6% |
| Participation rate | 0.0% | 68.2%-68.2pp | 68.2%-68.2pp | 68.1%-68.1pp |
| Annual return | -15.32% | 93.17%-108.5pp | 59.26%-74.6pp | 53.51%-68.8pp |
| Employer contribution / active EE | $0 | $852-100.0% | $1,669-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $116 | $1,720-93.2% | $2,923-96.0% | $4,126-97.2% |
| Admin fee / account holder | $12,809 | $3,285+290.0% | $4,712+171.9% | $7,339+74.5% |