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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 | $1,120 | $149,040-99.2% | $120,225-99.1% | $137,256-99.2% |
| Participation rate | 34.8% | 75.4%-40.6pp | 69.6%-34.8pp | 80.0%-45.2pp |
| Annual return | -9.52% | 605.68%-615.2pp | 439.23%-448.7pp | 220.34%-229.9pp |
| Employer contribution / active EE | $9 | $4,350-99.8% | $3,475-99.7% | $4,156-99.8% |
| Participant deferral / active EE | $36 | $4,655-99.2% | $3,999-99.1% | $6,407-99.4% |
| Admin fee / account holder | $340 | $6,348-94.6% | $5,696-94.0% | $12,270-97.2% |