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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 | $207 | $72,446-99.7% | $67,561-99.7% | $145,877-99.9% |
| Participation rate | 25.0% | 76.9%-51.9pp | 72.9%-47.9pp | 80.3%-55.3pp |
| Annual return | -34.57% | 7211.98%-7246.6pp | 3525.44%-3560.0pp | 551.28%-585.9pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $332 | $4,785-93.1% | $4,003-91.7% | $6,691-95.0% |
| Admin fee / account holder | $825 | $5,541-85.1% | $4,006-79.4% | $13,402-93.8% |