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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 | $5,811 | $75,962-92.4% | $154,111-96.2% | $64,173-90.9% |
| Participation rate | 43.1% | 70.4%-27.4pp | 83.0%-40.0pp | 69.6%-26.5pp |
| Annual return | -8.17% | 30.32%-38.5pp | 735.18%-743.4pp | 7.63%-15.8pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $547 | $3,175-82.8% | $5,081-89.2% | $3,470-84.2% |
| Admin fee / account holder | $1,134 | $5,589-79.7% | $13,411-91.5% | $4,887-76.8% |