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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 | $8,287 | $76,669-89.2% | $96,520-91.4% | $71,495-88.4% |
| Participation rate | 0.8% | 66.6%-65.8pp | 74.3%-73.5pp | 67.9%-67.1pp |
| Annual return | -87.68% | 48.29%-136.0pp | 35.72%-123.4pp | 28.85%-116.5pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,739-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $61 | $3,771-98.4% | $4,879-98.7% | $4,291-98.6% |
| Admin fee / account holder | $6,310 | $2,028+211.1% | $6,733-6.3% | $1,588+297.4% |