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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 | $7,772 | $69,012-88.7% | $160,037-95.1% | $68,490-88.7% |
| Participation rate | 6.5% | 65.4%-59.0pp | 78.0%-71.5pp | 67.9%-61.4pp |
| Annual return | -20.52% | -9.65%-10.9pp | 408.95%-429.5pp | -7.85%-12.7pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,226-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $163 | $4,212-96.1% | $6,184-97.4% | $4,028-95.9% |
| Admin fee / account holder | $16,585 | $4,798+245.6% | $8,716+90.3% | $5,403+207.0% |