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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 | $8,603 | $78,694-89.1% | $67,652-87.3% | $125,389-93.1% |
| Participation rate | 45.5% | 78.8%-33.4pp | 75.7%-30.2pp | 83.2%-37.7pp |
| Annual return | -5.05% | 9.46%-14.5pp | 6625.40%-6630.4pp | 282.24%-287.3pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $830 | $4,292-80.7% | $3,560-76.7% | $5,352-84.5% |
| Admin fee / account holder | $565 | $7,403-92.4% | $4,821-88.3% | $9,541-94.1% |