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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 | $5,482 | $52,385-89.5% | $57,356-90.4% | - |
| Participation rate | 11.1% | 68.0%-56.9pp | 75.1%-64.0pp | - |
| Annual return | -2.69% | 89.90%-92.6pp | 24.41%-27.1pp | - |
| Employer contribution / active EE | $0 | $2,300-100.0% | $2,689-100.0% | - |
| Participant deferral / active EE | $123 | $2,423-94.9% | $3,162-96.1% | - |
| Admin fee / account holder | $986 | $3,843-74.3% | $3,357-70.6% | - |