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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 | $5,577 | $47,977-88.4% | $154,108-96.4% | $56,289-90.1% |
| Participation rate | 15.7% | 66.2%-50.4pp | 83.0%-67.3pp | 69.9%-54.1pp |
| Annual return | -32.12% | 3.54%-35.7pp | 735.21%-767.3pp | -9.96%-22.2pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $554 | $2,392-76.8% | $5,081-89.1% | $3,350-83.5% |
| Admin fee / account holder | $1,594 | $438+263.7% | $13,411-88.1% | $521+206.0% |