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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 | $915 | $49,177-98.1% | $79,466-98.8% | $64,173-98.6% |
| Participation rate | 20.7% | 65.0%-44.3pp | 73.3%-52.7pp | 69.6%-48.9pp |
| Annual return | -63.48% | -1.16%-62.3pp | 718.28%-781.8pp | 7.63%-71.1pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $191 | $2,821-93.2% | $3,704-94.9% | $3,470-94.5% |
| Admin fee / account holder | $305 | $3,839-92.1% | $5,104-94.0% | $4,887-93.8% |