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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 | $1,588 | $88,754-98.2% | $81,820-98.1% | $145,877-98.9% |
| Participation rate | 15.0% | 75.1%-60.1pp | 72.4%-57.4pp | 80.3%-65.3pp |
| Annual return | -35.29% | 1031.77%-1067.1pp | 777.93%-813.2pp | 551.28%-586.6pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $152 | $4,648-96.7% | $4,323-96.5% | $6,691-97.7% |
| Admin fee / account holder | $2,498 | $8,424-70.3% | $7,391-66.2% | $13,402-81.4% |