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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 | $5,114 | $45,566-88.8% | $64,105-92.0% | $59,633-91.4% |
| Participation rate | 42.1% | 60.2%-18.1pp | 68.2%-26.1pp | 68.7%-26.6pp |
| Annual return | -8.19% | 4.95%-13.1pp | 791.24%-799.4pp | 2041.45%-2049.6pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $537 | $2,057-73.9% | $2,822-81.0% | $3,192-83.2% |
| Admin fee / account holder | $361 | $3,268-88.9% | $4,499-92.0% | $4,297-91.6% |