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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 | $1,163 | $82,314-98.6% | $68,808-98.3% | $134,532-99.1% |
| Participation rate | 21.1% | 75.1%-54.0pp | 69.0%-48.0pp | 81.2%-60.2pp |
| Annual return | -94.23% | -2.18%-92.0pp | -6.37%-87.9pp | 418.27%-512.5pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $368 | $4,740-92.2% | $3,942-90.7% | $6,401-94.2% |
| Admin fee / account holder | $1,136 | $6,484-82.5% | $4,936-77.0% | $11,429-90.1% |