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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 | $3,759 | $85,766-95.6% | $136,298-97.2% | $70,126-94.6% |
| Participation rate | 55.1% | 74.2%-19.1pp | 81.9%-26.8pp | 69.5%-14.4pp |
| Annual return | -57.42% | 31.46%-88.9pp | 5156.27%-5213.7pp | 73.15%-130.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,336 | $5,051-73.5% | $6,247-78.6% | $3,332-59.9% |
| Admin fee / account holder | $346 | $5,421-93.6% | $9,244-96.3% | $4,645-92.5% |