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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 | $2,192 | $58,311-96.2% | $81,882-97.3% | $80,959-97.3% |
| Participation rate | 18.2% | 63.5%-45.3pp | 72.4%-54.2pp | 67.7%-49.5pp |
| Annual return | -60.13% | 41.85%-102.0pp | 779.47%-839.6pp | 35.67%-95.8pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $256 | $3,287-92.2% | $4,323-94.1% | $4,300-94.0% |
| Admin fee / account holder | $2,165 | $4,752-54.4% | $7,360-70.6% | $6,925-68.7% |