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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 | $8,844 | $72,177-87.7% | $115,038-92.3% | $59,633-85.2% |
| Participation rate | 4.0% | 72.6%-68.6pp | 81.4%-77.4pp | 68.7%-64.7pp |
| Annual return | -61.83% | 12.02%-73.8pp | 26.14%-88.0pp | 2041.45%-2103.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $381 | $4,783-92.0% | $6,026-93.7% | $3,192-88.1% |
| Admin fee / account holder | $6,596 | $4,927+33.9% | $8,175-19.3% | $4,297+53.5% |