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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 | $6,047 | $136,433-95.6% | $98,864-93.9% | $167,553-96.4% |
| Participation rate | 25.0% | 70.3%-45.3pp | 65.7%-40.7pp | 82.1%-57.1pp |
| Annual return | -6.64% | 67.76%-74.4pp | 50.03%-56.7pp | 478.89%-485.5pp |
| Employer contribution / active EE | $260 | $2,636-90.1% | $2,070-87.4% | $4,840-94.6% |
| Participant deferral / active EE | $260 | $3,721-93.0% | $3,037-91.4% | $6,343-95.9% |
| Admin fee / account holder | $1,009 | $5,039-80.0% | $4,080-75.3% | $12,316-91.8% |