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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 | $22,984 | $174,875-86.9% | $125,363-81.7% | - |
| Participation rate | 20.2% | 70.4%-50.2pp | 82.4%-62.2pp | - |
| Annual return | -22.35% | -12.92%-9.4pp | 572.15%-594.5pp | - |
| Employer contribution / active EE | $0 | $3,570-100.0% | $4,815-100.0% | - |
| Participant deferral / active EE | $1,371 | $6,354-78.4% | $7,447-81.6% | - |
| Admin fee / account holder | $1,443 | $56,366-97.4% | $10,005-85.6% | - |