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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 | $3,301 | $69,745-95.3% | $67,511-95.1% | $74,546-95.6% |
| Participation rate | 2.9% | 71.3%-68.4pp | 72.9%-70.0pp | 67.2%-64.3pp |
| Annual return | -5.16% | -40.37%+35.2pp | 3517.41%-3522.6pp | 1366.03%-1371.2pp |
| Employer contribution / active EE | $0 | $2,705-100.0% | $2,733-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $62 | $3,636-98.3% | $4,000-98.4% | $4,347-98.6% |
| Admin fee / account holder | $396 | $894-55.7% | $3,999-90.1% | $1,944-79.6% |