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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 | $2,978 | $99,921-97.0% | $85,009-96.5% | $145,959-98.0% |
| Participation rate | 20.0% | 74.1%-54.1pp | 67.5%-47.5pp | 80.3%-60.3pp |
| Annual return | -1.26% | 83.89%-85.1pp | 66.47%-67.7pp | 561.95%-563.2pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,728-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $274 | $5,293-94.8% | $4,522-93.9% | $6,689-95.9% |
| Admin fee / account holder | $308 | $7,252-95.8% | $6,153-95.0% | $13,398-97.7% |