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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 | $3,004 | $109,967-97.3% | $97,197-96.9% | $145,877-97.9% |
| Participation rate | 23.5% | 76.0%-52.4pp | 72.7%-49.2pp | 80.3%-56.8pp |
| Annual return | -9.17% | 244.27%-253.4pp | 75.47%-84.6pp | 551.28%-560.5pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $340 | $4,676-92.7% | $4,263-92.0% | $6,691-94.9% |
| Admin fee / account holder | $490 | $6,199-92.1% | $5,637-91.3% | $13,402-96.3% |