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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 | $8,767 | $39,798-78.0% | $67,704-87.1% | $59,633-85.3% |
| Participation rate | 10.5% | 57.4%-46.8pp | 67.5%-57.0pp | 68.7%-58.1pp |
| Annual return | -3.22% | 89.94%-93.2pp | 25.41%-28.6pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $680 | $2,335-70.9% | $3,585-81.0% | $3,192-78.7% |
| Admin fee / account holder | $943 | $3,212-70.6% | $4,255-77.8% | $4,297-78.1% |