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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 | $1,209 | $106,267-98.9% | $96,520-98.7% | $139,456-99.1% |
| Participation rate | 31.3% | 77.8%-46.6pp | 74.3%-43.1pp | 80.3%-49.1pp |
| Annual return | -77.50% | 38.45%-116.0pp | 35.72%-113.2pp | 373.45%-451.0pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $338 | $5,454-93.8% | $4,879-93.1% | $6,711-95.0% |
| Admin fee / account holder | $649 | $7,882-91.8% | $6,733-90.4% | $11,407-94.3% |