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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 | $4,673 | $73,546-93.6% | $63,018-92.6% | $147,586-96.8% |
| Participation rate | 18.2% | 77.9%-59.7pp | 74.8%-56.6pp | 82.8%-64.6pp |
| Annual return | -6.60% | 175.56%-182.2pp | 87.62%-94.2pp | 578.59%-585.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $94 | $4,185-97.7% | $3,330-97.2% | $5,439-98.3% |
| Admin fee / account holder | $475 | $5,956-92.0% | $3,601-86.8% | $10,886-95.6% |