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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 | $1,200 | $101,653-98.8% | $147,080-99.2% | $74,459-98.4% |
| Participation rate | 3.6% | 75.6%-72.0pp | 82.2%-78.6pp | 67.2%-63.7pp |
| Annual return | -59.87% | 8754.98%-8814.8pp | 420.17%-480.0pp | 1369.70%-1429.6pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $54 | $7,304-99.3% | $8,066-99.3% | $4,350-98.7% |
| Admin fee / account holder | $916 | $1,752-47.7% | $12,989-93.0% | $1,945-52.9% |