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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 | $3,453 | $75,832-95.4% | $147,617-97.7% | $59,633-94.2% |
| Participation rate | 27.3% | 71.6%-44.3pp | 84.6%-57.3pp | 68.7%-41.4pp |
| Annual return | -2.75% | 0.37%-3.1pp | 61.98%-64.7pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $126 | $3,131-96.0% | $4,895-97.4% | $3,192-96.1% |
| Admin fee / account holder | $574 | $5,986-90.4% | $11,612-95.1% | $4,297-86.6% |