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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 | $7,791 | $198,836-96.1% | $102,412-92.4% | - |
| Participation rate | 6.1% | 60.8%-54.8pp | 74.5%-68.4pp | - |
| Annual return | -23.32% | 12.43%-35.7pp | 24.94%-48.3pp | - |
| Employer contribution / active EE | $0 | $2,607-100.0% | $3,870-100.0% | - |
| Participant deferral / active EE | $323 | $3,407-90.5% | $5,060-93.6% | - |
| Admin fee / account holder | $7,573 | $10,004-24.3% | $8,388-9.7% | - |