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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 | $1,096 | $67,340-98.4% | $60,888-98.2% | $134,493-99.2% |
| Participation rate | 7.7% | 76.2%-68.5pp | 73.1%-65.4pp | 81.2%-73.5pp |
| Annual return | -42.03% | 49.97%-92.0pp | 16.91%-58.9pp | 418.01%-460.0pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,702-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $178 | $4,538-96.1% | $3,817-95.3% | $6,400-97.2% |
| Admin fee / account holder | $1,558 | $4,583-66.0% | $3,225-51.7% | $11,425-86.4% |