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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 | $5,096 | $101,653-95.0% | $147,080-96.5% | $74,459-93.2% |
| Participation rate | 7.5% | 75.6%-68.0pp | 82.2%-74.6pp | 67.2%-59.7pp |
| Annual return | -12.28% | 8754.98%-8767.3pp | 420.17%-432.4pp | 1369.70%-1382.0pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $128 | $7,304-98.2% | $8,066-98.4% | $4,350-97.1% |
| Admin fee / account holder | $1,917 | $1,752+9.4% | $12,989-85.2% | $1,945-1.4% |