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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 | $2,950 | $45,566-93.5% | $64,105-95.4% | $59,633-95.1% |
| Participation rate | 39.5% | 60.2%-20.7pp | 68.2%-28.7pp | 68.7%-29.2pp |
| Annual return | -49.39% | 4.95%-54.3pp | 791.24%-840.6pp | 2041.45%-2090.8pp |
| Employer contribution / active EE | $168 | $934-82.0% | $1,820-90.8% | $2,203-92.4% |
| Participant deferral / active EE | $874 | $2,057-57.5% | $2,822-69.0% | $3,192-72.6% |
| Admin fee / account holder | $839 | $3,268-74.3% | $4,499-81.4% | $4,297-80.5% |