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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 | $1,622 | $149,040-98.9% | $120,225-98.7% | $137,256-98.8% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | -12.72% | 605.68%-618.4pp | 439.23%-451.9pp | 220.34%-233.1pp |
| Employer contribution / active EE | $6 | $4,350-99.9% | $3,475-99.8% | $4,156-99.9% |
| Participant deferral / active EE | $6 | $4,655-99.9% | $3,999-99.9% | $6,407-99.9% |
| Admin fee / account holder | $627 | $6,348-90.1% | $5,696-89.0% | $12,270-94.9% |