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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 | $1,099 | $93,117-98.8% | $77,096-98.6% | $134,532-99.2% |
| Participation rate | 64.7% | 74.5%-9.8pp | 67.9%-3.2pp | 81.2%-16.5pp |
| Annual return | -41.67% | 62.67%-104.3pp | 42.35%-84.0pp | 418.27%-459.9pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $468 | $5,241-91.1% | $4,429-89.4% | $6,401-92.7% |
| Admin fee / account holder | $727 | $6,948-89.5% | $5,428-86.6% | $11,429-93.6% |