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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 | $1,657 | $30,732-94.6% | $59,496-97.2% | $59,633-97.2% |
| Participation rate | 21.1% | 43.2%-22.2pp | 54.6%-33.5pp | 68.7%-47.6pp |
| Annual return | -39.67% | 4.47%-44.1pp | 182.05%-221.7pp | 2041.40%-2081.1pp |
| Employer contribution / active EE | $98 | $631-84.5% | $1,153-91.5% | $2,203-95.6% |
| Participant deferral / active EE | $180 | $1,183-84.8% | $1,829-90.1% | $3,192-94.4% |
| Admin fee / account holder | $631 | $2,136-70.5% | $2,232-71.7% | $4,297-85.3% |