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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 | $758 | $104,544-99.3% | $76,657-99.0% | $152,897-99.5% |
| Participation rate | 57.9% | 76.6%-18.7pp | 72.1%-14.2pp | 82.5%-24.6pp |
| Annual return | -80.11% | 1014.36%-1094.5pp | 1166.74%-1246.8pp | 345.43%-425.5pp |
| Employer contribution / active EE | $0 | $3,118-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $164 | $4,236-96.1% | $3,335-95.1% | $5,851-97.2% |
| Admin fee / account holder | $2,218 | $12,286-81.9% | $6,423-65.5% | $11,599-80.9% |