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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 | $6,901 | $90,607-92.4% | $79,467-91.3% | $135,380-94.9% |
| Participation rate | 47.8% | 76.0%-28.2pp | 73.3%-25.5pp | 82.6%-34.8pp |
| Annual return | -12.59% | 977.74%-990.3pp | 718.30%-730.9pp | 519.81%-532.4pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $515 | $4,050-87.3% | $3,704-86.1% | $5,609-90.8% |
| Admin fee / account holder | $322 | $5,895-94.5% | $5,104-93.7% | $10,828-97.0% |