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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 | $2,191 | $92,684-97.6% | $82,706-97.4% | $134,509-98.4% |
| Participation rate | 41.7% | 75.2%-33.5pp | 72.6%-30.9pp | 81.2%-39.6pp |
| Annual return | -28.88% | 945.84%-974.7pp | 701.76%-730.6pp | 418.13%-447.0pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $326 | $4,800-93.2% | $4,394-92.6% | $6,400-94.9% |
| Admin fee / account holder | $3,839 | $5,982-35.8% | $5,329-28.0% | $11,427-66.4% |