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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 | $672 | $88,360-99.2% | $145,433-99.5% | $67,986-99.0% |
| Participation rate | 4.8% | 65.5%-60.7pp | 82.1%-77.3pp | 57.2%-52.4pp |
| Annual return | -88.19% | 63.15%-151.3pp | 66.58%-154.8pp | 31.67%-119.9pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $42 | $5,932-99.3% | $7,897-99.5% | $3,358-98.7% |
| Admin fee / account holder | $965 | $3,313-70.9% | $13,129-92.6% | $3,203-69.9% |