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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 | $2,288 | $106,005-97.8% | $92,239-97.5% | $147,585-98.4% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | -51.13% | 50.05%-101.2pp | 176.29%-227.4pp | 578.58%-629.7pp |
| Employer contribution / active EE | $1,077 | $4,333-75.1% | $3,680-70.7% | $4,876-77.9% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $434 | $6,333-93.1% | $5,194-91.6% | $10,886-96.0% |