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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 | $3,519 | $97,729-96.4% | $83,830-95.8% | $135,379-97.4% |
| Participation rate | 53.3% | 80.0%-26.6pp | 76.1%-22.8pp | 82.6%-29.3pp |
| Annual return | -29.60% | 1287.52%-1317.1pp | 850.97%-880.6pp | 519.79%-549.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $848 | $4,683-81.9% | $4,082-79.2% | $5,609-84.9% |
| Admin fee / account holder | $1,502 | $6,674-77.5% | $5,479-72.6% | $10,828-86.1% |