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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 | $4,654 | $75,832-93.9% | $147,617-96.8% | $59,633-92.2% |
| Participation rate | 56.5% | 71.6%-15.1pp | 84.6%-28.2pp | 68.7%-12.2pp |
| Annual return | -7.86% | 0.37%-8.2pp | 61.98%-69.8pp | 2041.45%-2049.3pp |
| Employer contribution / active EE | $373 | $3,485-89.3% | $5,564-93.3% | $2,203-83.1% |
| Participant deferral / active EE | $622 | $3,131-80.1% | $4,895-87.3% | $3,192-80.5% |
| Admin fee / account holder | $776 | $5,986-87.0% | $11,612-93.3% | $4,297-81.9% |