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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 | $2,421 | $55,470-95.6% | $155,556-98.4% | $74,478-96.7% |
| Participation rate | 6.3% | 61.9%-55.6pp | 78.2%-71.9pp | 67.2%-60.9pp |
| Annual return | -225.64% | 269.80%-495.4pp | 64.84%-290.5pp | 1370.56%-1596.2pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $166 | $2,838-94.1% | $5,631-97.1% | $4,350-96.2% |
| Admin fee / account holder | $420 | $1,744-75.9% | $15,885-97.4% | $1,946-78.4% |