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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 | $1,393 | $56,431-97.5% | $130,788-98.9% | $87,485-98.4% |
| Participation rate | 6.3% | 58.9%-52.7pp | 70.1%-63.9pp | 68.9%-62.7pp |
| Annual return | 2.70% | 91.27%-88.6pp | 386.44%-383.7pp | 26.06%-23.4pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $514 | $2,749-81.3% | $4,137-87.6% | $4,274-88.0% |
| Admin fee / account holder | $16,843 | $4,433+279.9% | $6,673+152.4% | $7,775+116.6% |