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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 | $8,812 | $87,225-89.9% | $158,226-94.4% | $94,015-90.6% |
| Participation rate | 0.0% | 67.9%-67.9pp | 74.8%-74.8pp | 70.8%-70.8pp |
| Annual return | -44.29% | 16.34%-60.6pp | 501.41%-545.7pp | 17.84%-62.1pp |
| Employer contribution / active EE | $0 | $2,217-100.0% | $2,986-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $204 | $3,405-94.0% | $4,317-95.3% | $4,249-95.2% |
| Admin fee / account holder | $346,103 | $7,888+4287.4% | $10,217+3287.7% | $8,951+3766.6% |