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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 | $9,658 | $82,678-88.3% | $125,391-92.3% | $68,490-85.9% |
| Participation rate | 43.3% | 75.1%-31.7pp | 82.4%-39.1pp | 67.9%-24.6pp |
| Annual return | -47.71% | -5.97%-41.7pp | 572.41%-620.1pp | -7.85%-39.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,845 | $6,111-69.8% | $7,448-75.2% | $4,028-54.2% |
| Admin fee / account holder | $3,149 | $6,277-49.8% | $10,009-68.5% | $5,403-41.7% |