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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 | $5,372 | $57,312-90.6% | $86,617-93.8% | $75,181-92.9% |
| Participation rate | 20.0% | 63.2%-43.2pp | 71.7%-51.7pp | 67.2%-47.2pp |
| Annual return | -2.42% | 2672.78%-2675.2pp | 591.91%-594.3pp | 160.69%-163.1pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $607 | $3,319-81.7% | $4,437-86.3% | $4,126-85.3% |
| Admin fee / account holder | $892 | $4,114-78.3% | $5,613-84.1% | $5,650-84.2% |