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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 | $4,436 | $51,631-91.4% | $129,397-96.6% | $80,925-94.5% |
| Participation rate | 21.2% | 56.9%-35.7pp | 69.6%-48.4pp | 67.7%-46.4pp |
| Annual return | -43.13% | 20.77%-63.9pp | 9453.98%-9497.1pp | 35.65%-78.8pp |
| Employer contribution / active EE | $1,067 | $1,583-32.6% | $4,154-74.3% | $2,756-61.3% |
| Participant deferral / active EE | $352 | $2,670-86.8% | $4,167-91.6% | $4,299-91.8% |
| Admin fee / account holder | $2,847 | $4,309-33.9% | $7,679-62.9% | $6,940-59.0% |