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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 | $1,644 | $138,076-98.8% | $123,553-98.7% | $135,380-98.8% |
| Participation rate | 5.9% | 84.7%-78.9pp | 82.3%-76.4pp | 82.6%-76.8pp |
| Annual return | -34.14% | 153.70%-187.8pp | 119.21%-153.3pp | 519.81%-553.9pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $56 | $6,800-99.2% | $6,426-99.1% | $5,609-99.0% |
| Admin fee / account holder | $461 | $10,917-95.8% | $9,284-95.0% | $10,828-95.7% |