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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 | $5,451 | $56,197-90.3% | $67,652-91.9% | $59,633-90.9% |
| Participation rate | 33.3% | 71.5%-38.1pp | 75.7%-42.3pp | 68.7%-35.3pp |
| Annual return | -4.49% | 18508.10%-18512.6pp | 6625.40%-6629.9pp | 2041.45%-2045.9pp |
| Employer contribution / active EE | $363 | $1,615-77.5% | $2,266-84.0% | $2,203-83.5% |
| Participant deferral / active EE | $402 | $2,844-85.9% | $3,560-88.7% | $3,192-87.4% |
| Admin fee / account holder | $1,187 | $3,958-70.0% | $4,821-75.4% | $4,297-72.4% |