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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 | $7,919 | $56,197-85.9% | $67,652-88.3% | $59,633-86.7% |
| Participation rate | 35.1% | 71.5%-36.3pp | 75.7%-40.5pp | 68.7%-33.5pp |
| Annual return | -5.14% | 18508.10%-18513.2pp | 6625.40%-6630.5pp | 2041.45%-2046.6pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $252 | $2,844-91.2% | $3,560-92.9% | $3,192-92.1% |
| Admin fee / account holder | $4,196 | $3,958+6.0% | $4,821-13.0% | $4,297-2.3% |