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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 | $3,213 | $60,393-94.7% | $81,820-96.1% | $74,429-95.7% |
| Participation rate | 3.0% | 62.9%-59.9pp | 72.4%-69.4pp | 67.2%-64.2pp |
| Annual return | -2.08% | 16.89%-19.0pp | 777.93%-780.0pp | 1368.38%-1370.5pp |
| Employer contribution / active EE | $0 | $2,626-100.0% | $2,915-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2 | $3,397-100.0% | $4,323-100.0% | $4,348-100.0% |
| Admin fee / account holder | $2,617 | $1,491+75.6% | $7,391-64.6% | $1,944+34.6% |