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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 | $1,371 | $165,361-99.2% | $149,715-99.1% | $158,950-99.1% |
| Participation rate | 26.7% | 84.6%-57.9pp | 82.5%-55.8pp | 82.0%-55.3pp |
| Annual return | -45.02% | 348.24%-393.3pp | 276.66%-321.7pp | 302.91%-347.9pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $268 | $7,182-96.3% | $6,842-96.1% | $5,983-95.5% |
| Admin fee / account holder | $376 | $10,808-96.5% | $9,310-96.0% | $11,248-96.7% |