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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 | $14,596 | $208,526-93.0% | $96,515-84.9% | - |
| Participation rate | 2.0% | 66.0%-63.9pp | 74.3%-72.3pp | - |
| Annual return | -39.50% | 18.23%-57.7pp | 35.73%-75.2pp | - |
| Employer contribution / active EE | $0 | $2,182-100.0% | $3,740-100.0% | - |
| Participant deferral / active EE | $182 | $4,056-95.5% | $4,880-96.3% | - |
| Admin fee / account holder | $6,597 | $13,060-49.5% | $6,735-2.1% | - |