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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 | $2,424 | $85,171-97.2% | $172,752-98.6% | $72,975-96.7% |
| Participation rate | 10.3% | 70.1%-59.7pp | 82.6%-72.3pp | 69.5%-59.1pp |
| Annual return | -48.20% | 27.32%-75.5pp | 802.97%-851.2pp | 81.01%-129.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $220 | $3,260-93.3% | $5,198-95.8% | $3,608-93.9% |
| Admin fee / account holder | $584 | $5,880-90.1% | $13,955-95.8% | $5,124-88.6% |