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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 | $1,125 | $132,099-99.1% | $115,599-99.0% | $138,895-99.2% |
| Participation rate | 12.5% | 77.9%-65.4pp | 74.3%-61.8pp | 79.9%-67.4pp |
| Annual return | -84.43% | 176.76%-261.2pp | 111.10%-195.5pp | 145.39%-229.8pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $120 | $5,617-97.9% | $4,889-97.5% | $6,396-98.1% |
| Admin fee / account holder | $1,014 | $15,650-93.5% | $12,841-92.1% | $12,562-91.9% |