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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 | $2,187 | $91,198-97.6% | $178,503-98.8% | $79,856-97.3% |
| Participation rate | 58.6% | 69.2%-10.6pp | 81.9%-23.3pp | 69.6%-11.0pp |
| Annual return | -26.10% | 24.20%-50.3pp | 151.12%-177.2pp | 31.71%-57.8pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5 | $3,237-99.8% | $5,202-99.9% | $3,741-99.9% |
| Admin fee / account holder | $1,361 | $6,748-79.8% | $13,987-90.3% | $5,306-74.4% |