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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 | $3,378 | $90,530-96.3% | $76,030-95.6% | $145,897-97.7% |
| Participation rate | 64.3% | 74.4%-10.2pp | 69.1%-4.8pp | 80.3%-16.0pp |
| Annual return | -0.21% | 625.08%-625.3pp | 361.54%-361.7pp | 552.29%-552.5pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13 | $5,164-99.8% | $4,257-99.7% | $6,689-99.8% |
| Admin fee / account holder | $365 | $8,383-95.7% | $6,421-94.3% | $13,390-97.3% |