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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 | $1,538 | $51,638-97.0% | $129,406-98.8% | $80,959-98.1% |
| Participation rate | 2.2% | 56.9%-54.7pp | 69.6%-67.4pp | 67.7%-65.4pp |
| Annual return | -13.30% | 20.78%-34.1pp | 9468.18%-9481.5pp | 35.67%-49.0pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $33 | $2,670-98.7% | $4,167-99.2% | $4,300-99.2% |
| Admin fee / account holder | $322 | $4,313-92.5% | $7,689-95.8% | $6,925-95.3% |