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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 | $9,299 | $94,529-90.2% | $140,019-93.4% | $64,181-85.5% |
| Participation rate | 30.9% | 84.1%-53.2pp | 87.5%-56.6pp | 69.6%-38.7pp |
| Annual return | -46.18% | 7.77%-54.0pp | 651.15%-697.3pp | 7.63%-53.8pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,593 | $5,250-69.7% | $6,927-77.0% | $3,470-54.1% |
| Admin fee / account holder | $5,147 | $6,741-23.6% | $10,705-51.9% | $4,887+5.3% |