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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 | $891 | $102,422-99.1% | $147,117-99.4% | $80,959-98.9% |
| Participation rate | 18.4% | 75.9%-57.5pp | 82.2%-63.8pp | 67.7%-49.2pp |
| Annual return | -95.41% | 135.16%-230.6pp | 420.54%-516.0pp | 35.67%-131.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $196 | $6,652-97.0% | $8,065-97.6% | $4,300-95.4% |
| Admin fee / account holder | $461 | $7,953-94.2% | $12,993-96.5% | $6,925-93.3% |