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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 | $3,958 | $52,519-92.5% | $155,789-97.5% | $59,633-93.4% |
| Participation rate | 12.9% | 61.7%-48.8pp | 76.1%-63.2pp | 68.7%-55.8pp |
| Annual return | -42.74% | 53.51%-96.3pp | 71.54%-114.3pp | 2041.40%-2084.1pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $192 | $3,084-93.8% | $4,798-96.0% | $3,192-94.0% |
| Admin fee / account holder | $1,773 | $3,540-49.9% | $7,477-76.3% | $4,297-58.7% |