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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 | $1,286 | $88,778-98.6% | $81,844-98.4% | $145,884-99.1% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | -14.20% | 1033.03%-1047.2pp | 778.87%-793.1pp | 551.85%-566.0pp |
| Employer contribution / active EE | $631 | $3,087-79.5% | $2,916-78.4% | $4,662-86.5% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,221 | $8,430-49.9% | $7,355-42.6% | $13,392-68.5% |