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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 | $3,000 | $45,566-93.4% | $64,105-95.3% | $59,633-95.0% |
| Participation rate | 44.9% | 60.2%-15.2pp | 68.2%-23.2pp | 68.7%-23.7pp |
| Annual return | -6.42% | 4.95%-11.4pp | 791.24%-797.7pp | 2041.40%-2047.8pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $836 | $2,057-59.3% | $2,822-70.4% | $3,192-73.8% |
| Admin fee / account holder | $733 | $3,268-77.6% | $4,499-83.7% | $4,297-83.0% |