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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 | $1,010 | $29,733-96.6% | $56,025-98.2% | $80,959-98.8% |
| Participation rate | 3.4% | 41.7%-38.3pp | 52.5%-49.1pp | 67.7%-64.2pp |
| Annual return | -21.35% | 35.28%-56.6pp | 1712.69%-1734.0pp | 35.67%-57.0pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $15 | $1,229-98.8% | $1,955-99.3% | $4,300-99.7% |
| Admin fee / account holder | $423 | $2,434-82.6% | $2,828-85.0% | $6,925-93.9% |