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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 | $6,295 | $30,732-79.5% | $59,496-89.4% | $59,633-89.4% |
| Participation rate | 19.6% | 43.2%-23.6pp | 54.6%-35.0pp | 68.7%-49.1pp |
| Annual return | -3.65% | 4.47%-8.1pp | 182.05%-185.7pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $170 | $1,183-85.7% | $1,829-90.7% | $3,192-94.7% |
| Admin fee / account holder | $336 | $2,136-84.3% | $2,232-85.0% | $4,297-92.2% |