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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,785 | $106,236-97.4% | $112,249-97.5% | $64,819-95.7% |
| Participation rate | 0.6% | 71.7%-71.1pp | 75.1%-74.5pp | 71.5%-70.9pp |
| Annual return | -210.67% | -6.02%-204.6pp | 27.48%-238.1pp | 32.84%-243.5pp |
| Employer contribution / active EE | $0 | $3,166-100.0% | $3,636-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $19 | $3,785-99.5% | $4,729-99.6% | $4,311-99.6% |
| Admin fee / account holder | $677 | $452+49.8% | $6,412-89.4% | $188+260.3% |