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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 | $5,019 | $51,604-90.3% | $129,295-96.1% | $80,874-93.8% |
| Participation rate | 7.9% | 57.0%-49.1pp | 69.6%-61.7pp | 67.6%-59.8pp |
| Annual return | -13.49% | 20.76%-34.3pp | 9429.28%-9442.8pp | 35.62%-49.1pp |
| Employer contribution / active EE | $0 | $1,585-100.0% | $4,157-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $514 | $2,670-80.7% | $4,169-87.7% | $4,297-88.0% |
| Admin fee / account holder | $2,083 | $4,310-51.7% | $7,665-72.8% | $6,935-70.0% |