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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 | $17,663 | $56,197-68.6% | $67,652-73.9% | $59,633-70.4% |
| Participation rate | 46.2% | 71.5%-25.3pp | 75.7%-29.5pp | 68.7%-22.5pp |
| Annual return | -2.89% | 18508.10%-18511.0pp | 6625.40%-6628.3pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $276 | $2,844-90.3% | $3,560-92.3% | $3,192-91.4% |
| Admin fee / account holder | $2,885 | $3,958-27.1% | $4,821-40.2% | $4,297-32.9% |