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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 | $5,866 | $108,942-94.6% | $100,415-94.2% | $145,897-96.0% |
| Participation rate | 57.1% | 83.0%-25.8pp | 81.5%-24.4pp | 80.3%-23.2pp |
| Annual return | -46.86% | 58.27%-105.1pp | 49.47%-96.3pp | 552.29%-599.2pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,314 | $8,461-84.5% | $8,091-83.8% | $6,689-80.4% |
| Admin fee / account holder | $5,002 | $9,702-48.4% | $7,906-36.7% | $13,390-62.6% |