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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 | $3,217 | $58,726-94.5% | $92,240-96.5% | $62,293-94.8% |
| Participation rate | 1.7% | 68.3%-66.6pp | 76.5%-74.8pp | 69.5%-67.8pp |
| Annual return | -4.94% | 43.62%-48.6pp | 176.29%-181.2pp | 28.90%-33.8pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $36 | $2,766-98.7% | $3,897-99.1% | $3,169-98.9% |
| Admin fee / account holder | $473 | $556-15.1% | $5,194-90.9% | $479-1.4% |