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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 | $9,656 | $55,446-82.6% | $155,574-93.8% | $74,429-87.0% |
| Participation rate | 3.2% | 61.9%-58.7pp | 78.2%-75.1pp | 67.2%-64.1pp |
| Annual return | -6.27% | 269.20%-275.5pp | 64.87%-71.1pp | 1368.38%-1374.7pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $189 | $2,836-93.3% | $5,629-96.6% | $4,348-95.7% |
| Admin fee / account holder | $5,172 | $1,743+196.7% | $15,914-67.5% | $1,944+166.0% |