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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 | $5,251 | $39,798-86.8% | $67,704-92.2% | $59,633-91.2% |
| Participation rate | 42.2% | 57.4%-15.2pp | 67.5%-25.3pp | 68.7%-26.5pp |
| Annual return | -4.16% | 89.94%-94.1pp | 25.41%-29.6pp | 2041.45%-2045.6pp |
| Employer contribution / active EE | $1,143 | $1,393-18.0% | $2,559-55.3% | $2,203-48.1% |
| Participant deferral / active EE | $368 | $2,335-84.2% | $3,585-89.7% | $3,192-88.5% |
| Admin fee / account holder | $648 | $3,212-79.8% | $4,255-84.8% | $4,297-84.9% |