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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 | $686 | $29,319-97.7% | $52,425-98.7% | $82,448-99.2% |
| Participation rate | 2.3% | 46.9%-44.5pp | 55.6%-53.3pp | 68.1%-65.7pp |
| Annual return | -20.05% | 535.20%-555.3pp | 302.12%-322.2pp | 41.64%-61.7pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $27 | $1,171-97.7% | $1,790-98.5% | $4,139-99.4% |
| Admin fee / account holder | $2,142 | $1,962+9.1% | $2,495-14.2% | $7,234-70.4% |