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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 | $4,094 | $55,449-92.6% | $83,831-95.1% | $56,289-92.7% |
| Participation rate | 1.7% | 68.0%-66.3pp | 76.1%-74.4pp | 69.9%-68.1pp |
| Annual return | -47.24% | -1.38%-45.9pp | 850.99%-898.2pp | -9.96%-37.3pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $41 | $2,935-98.6% | $4,082-99.0% | $3,350-98.8% |
| Admin fee / account holder | $1,177 | $656+79.4% | $5,479-78.5% | $521+125.9% |