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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 | $5,752 | $41,150-86.0% | $80,627-92.9% | $71,511-92.0% |
| Participation rate | 6.3% | 50.3%-44.0pp | 67.0%-60.8pp | 67.9%-61.7pp |
| Annual return | -1.11% | 38.48%-39.6pp | 936.76%-937.9pp | 28.86%-30.0pp |
| Employer contribution / active EE | $0 | $1,515-100.0% | $2,723-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $80 | $2,701-97.1% | $4,443-98.2% | $4,291-98.1% |
| Admin fee / account holder | $3,437 | $1,841+86.7% | $5,381-36.1% | $1,588+116.4% |