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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 | $28,624-97.6% | $53,647-98.7% | $82,637-99.2% |
| Participation rate | 2.3% | 47.3%-44.9pp | 56.3%-54.0pp | 68.1%-65.7pp |
| Annual return | -20.05% | 664.98%-685.0pp | 358.33%-378.4pp | 53.51%-73.6pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $27 | $1,196-97.8% | $1,813-98.5% | $4,126-99.4% |
| Admin fee / account holder | $2,142 | $2,022+5.9% | $2,460-12.9% | $7,339-70.8% |