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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 | $24,957 | $91,525-72.7% | $130,026-80.8% | $75,181-66.8% |
| Participation rate | 1.5% | 71.4%-70.0pp | 78.5%-77.0pp | 67.2%-65.7pp |
| Annual return | -84.10% | -631.40%+547.3pp | -137.26%+53.2pp | 160.69%-244.8pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $331 | $4,342-92.4% | $5,821-94.3% | $4,126-92.0% |
| Admin fee / account holder | $19,196 | $6,778+183.2% | $10,608+81.0% | $5,650+239.8% |