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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 | $8,968 | $45,566-80.3% | $64,105-86.0% | $59,633-85.0% |
| Participation rate | 17.2% | 60.2%-42.9pp | 68.2%-50.9pp | 68.7%-51.4pp |
| Annual return | -3.38% | 4.95%-8.3pp | 791.24%-794.6pp | 2041.40%-2044.8pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $290 | $2,057-85.9% | $2,822-89.7% | $3,192-90.9% |
| Admin fee / account holder | $3,834 | $3,268+17.3% | $4,499-14.8% | $4,297-10.8% |