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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 | $5,529 | $60,119-90.8% | $90,430-93.9% | $79,858-93.1% |
| Participation rate | 14.7% | 65.0%-50.3pp | 72.7%-58.0pp | 69.6%-54.9pp |
| Annual return | -67.92% | 71.94%-139.9pp | 1293.73%-1361.6pp | 31.72%-99.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $585 | $2,938-80.1% | $3,963-85.2% | $3,740-84.4% |
| Admin fee / account holder | $4,049 | $3,976+1.8% | $5,613-27.9% | $5,306-23.7% |