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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 | $5,159 | $111,830-95.4% | $93,696-94.5% | $145,884-96.5% |
| Participation rate | 4.5% | 74.2%-69.7pp | 68.7%-64.2pp | 80.3%-75.8pp |
| Annual return | -5.10% | 204.08%-209.2pp | 133.74%-138.8pp | 551.85%-557.0pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7 | $4,920-99.9% | $4,417-99.8% | $6,690-99.9% |
| Admin fee / account holder | $1,091 | $10,249-89.4% | $8,287-86.8% | $13,392-91.9% |