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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $5,936 | $123,854-95.2% | $69,623-91.5% | $145,884-95.9% |
| Participation rate | 0.0% | 69.2%-69.2pp | 66.4%-66.4pp | 80.3%-80.3pp |
| Annual return | -15.37% | 192.35%-207.7pp | 101.23%-116.6pp | 551.85%-567.2pp |
| Employer contribution / active EE | $0 | $2,673-100.0% | $1,709-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,727 | $4,242-59.3% | $2,890-40.2% | $6,690-74.2% |
| Admin fee / account holder | $10,594 | $7,822+35.4% | $4,696+125.6% | $13,392-20.9% |