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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 | $6,019 | $100,792-94.0% | $86,691-93.1% | $134,509-95.5% |
| Participation rate | 33.3% | 78.9%-45.6pp | 76.6%-43.3pp | 81.2%-47.9pp |
| Annual return | -78.36% | 29.08%-107.4pp | 35.94%-114.3pp | 418.13%-496.5pp |
| Employer contribution / active EE | $1,636 | $3,491-53.1% | $2,837-42.3% | $4,741-65.5% |
| Participant deferral / active EE | $911 | $5,339-82.9% | $4,656-80.4% | $6,400-85.8% |
| Admin fee / account holder | $392 | $10,924-96.4% | $7,492-94.8% | $11,427-96.6% |