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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 | $1,881 | $138,076-98.6% | $123,553-98.5% | $135,380-98.6% |
| Participation rate | 7.1% | 84.7%-77.6pp | 82.3%-75.2pp | 82.6%-75.5pp |
| Annual return | -27.75% | 153.70%-181.5pp | 119.21%-147.0pp | 519.81%-547.6pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $233 | $6,800-96.6% | $6,426-96.4% | $5,609-95.9% |
| Admin fee / account holder | $386 | $10,917-96.5% | $9,284-95.8% | $10,828-96.4% |