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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 | $1,158 | $107,363-98.9% | $92,909-98.8% | $152,897-99.2% |
| Participation rate | 26.3% | 79.8%-53.5pp | 76.0%-49.7pp | 82.5%-56.1pp |
| Annual return | -79.37% | 145.63%-225.0pp | 109.44%-188.8pp | 345.43%-424.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $118 | $4,848-97.6% | $4,238-97.2% | $5,851-98.0% |
| Admin fee / account holder | $414 | $7,082-94.2% | $5,795-92.9% | $11,599-96.4% |