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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 | $3,711 | $92,766-96.0% | $82,763-95.5% | $134,545-97.2% |
| Participation rate | 28.6% | 75.2%-46.6pp | 72.6%-44.0pp | 81.2%-52.7pp |
| Annual return | -39.42% | 946.97%-986.4pp | 702.45%-741.9pp | 418.37%-457.8pp |
| Employer contribution / active EE | $464 | $3,273-85.8% | $3,008-84.6% | $4,742-90.2% |
| Participant deferral / active EE | $235 | $4,802-95.1% | $4,395-94.6% | $6,401-96.3% |
| Admin fee / account holder | $1,728 | $5,978-71.1% | $5,325-67.6% | $11,431-84.9% |