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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 | $127 | $60,393-99.8% | $81,820-99.8% | $74,429-99.8% |
| Participation rate | 1.4% | 62.9%-61.5pp | 72.4%-71.0pp | 67.2%-65.8pp |
| Annual return | -116.80% | 16.89%-133.7pp | 777.93%-894.7pp | 1368.38%-1485.2pp |
| Employer contribution / active EE | $0 | $2,626-100.0% | $2,915-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $20 | $3,397-99.4% | $4,323-99.5% | $4,348-99.5% |
| Admin fee / account holder | $1,921 | $1,491+28.8% | $7,391-74.0% | $1,944-1.2% |