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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 | $13,035 | $75,832-82.8% | $147,617-91.2% | $59,633-78.1% |
| Participation rate | 32.8% | 71.6%-38.8pp | 84.6%-51.8pp | 68.7%-35.9pp |
| Annual return | -4.48% | 0.37%-4.9pp | 61.98%-66.5pp | 2041.45%-2045.9pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $644 | $3,131-79.4% | $4,895-86.9% | $3,192-79.8% |
| Admin fee / account holder | $2,238 | $5,986-62.6% | $11,612-80.7% | $4,297-47.9% |