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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 | $2,302 | $47,977-95.2% | $154,108-98.5% | $56,289-95.9% |
| Participation rate | 3.4% | 66.2%-62.8pp | 83.0%-79.7pp | 69.9%-66.5pp |
| Annual return | -10.86% | 3.54%-14.4pp | 735.21%-746.1pp | -9.96%-0.9pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $76 | $2,392-96.8% | $5,081-98.5% | $3,350-97.7% |
| Admin fee / account holder | $954 | $438+117.6% | $13,411-92.9% | $521+83.0% |