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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 | $73,107-87.9% | $114,563-92.3% | $87,485-89.9% |
| Participation rate | 0.0% | 65.8%-65.8pp | 72.9%-72.9pp | 68.9%-68.9pp |
| Annual return | -44.29% | 19.47%-63.8pp | 241.09%-285.4pp | 26.06%-70.4pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $204 | $3,144-93.5% | $4,142-95.1% | $4,274-95.2% |
| Admin fee / account holder | $346,103 | $5,770+5898.6% | $7,623+4440.2% | $7,775+4351.6% |