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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 | $1,452 | $60,504-97.6% | $81,882-98.2% | $74,478-98.1% |
| Participation rate | 2.9% | 62.9%-60.0pp | 72.4%-69.5pp | 67.2%-64.3pp |
| Annual return | -9.67% | 16.91%-26.6pp | 779.47%-789.1pp | 1370.56%-1380.2pp |
| Employer contribution / active EE | $0 | $2,627-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $77 | $3,400-97.7% | $4,323-98.2% | $4,350-98.2% |
| Admin fee / account holder | $912 | $1,492-38.9% | $7,360-87.6% | $1,946-53.1% |