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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 | $3,406 | $110,337-96.9% | $102,383-96.7% | $145,877-97.7% |
| Participation rate | 5.9% | 77.9%-72.1pp | 74.5%-68.6pp | 80.3%-74.4pp |
| Annual return | -107.60% | 24.83%-132.4pp | 24.94%-132.5pp | 551.28%-658.9pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $213 | $5,621-96.2% | $5,060-95.8% | $6,691-96.8% |
| Admin fee / account holder | $3,180 | $9,750-67.4% | $8,391-62.1% | $13,402-76.3% |