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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 | $7,466 | $95,975-92.2% | $74,549-90.0% | $135,379-94.5% |
| Participation rate | 22.7% | 75.7%-52.9pp | 69.1%-46.4pp | 82.6%-59.9pp |
| Annual return | -10.72% | 56.96%-67.7pp | 32.53%-43.3pp | 519.79%-530.5pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $327 | $3,844-91.5% | $3,108-89.5% | $5,609-94.2% |
| Admin fee / account holder | $327 | $6,522-95.0% | $5,059-93.5% | $10,828-97.0% |