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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 | $84 | $117,895-99.9% | $102,460-99.9% | $145,897-99.9% |
| Participation rate | 8.3% | 78.6%-70.3pp | 76.5%-68.2pp | 80.3%-72.0pp |
| Annual return | -126.71% | 31.92%-158.6pp | 29.47%-156.2pp | 552.29%-679.0pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $148 | $5,736-97.4% | $5,056-97.1% | $6,689-97.8% |
| Admin fee / account holder | $883 | $13,353-93.4% | $9,460-90.7% | $13,390-93.4% |