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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 | $1,804 | $109,872-98.4% | $98,483-98.2% | $167,536-98.9% |
| Participation rate | 25.0% | 75.8%-50.8pp | 73.3%-48.3pp | 82.1%-57.1pp |
| Annual return | -24.99% | 1959.31%-1984.3pp | 1494.38%-1519.4pp | 478.82%-503.8pp |
| Employer contribution / active EE | $352 | $3,225-89.1% | $2,961-88.1% | $4,839-92.7% |
| Participant deferral / active EE | $694 | $4,673-85.1% | $4,276-83.8% | $6,342-89.1% |
| Admin fee / account holder | $2,782 | $6,757-58.8% | $5,953-53.3% | $12,315-77.4% |