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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 | $3,931 | $75,962-94.8% | $154,111-97.4% | $64,173-93.9% |
| Participation rate | 21.7% | 70.4%-48.7pp | 83.0%-61.3pp | 69.6%-47.8pp |
| Annual return | -14.84% | 30.32%-45.2pp | 735.18%-750.0pp | 7.63%-22.5pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $756 | $3,175-76.2% | $5,081-85.1% | $3,470-78.2% |
| Admin fee / account holder | $541 | $5,589-90.3% | $13,411-96.0% | $4,887-88.9% |