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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 | $3,036 | $77,638-96.1% | $156,551-98.1% | $62,881-95.2% |
| Participation rate | 13.2% | 71.2%-58.0pp | 84.0%-70.8pp | 69.3%-56.1pp |
| Annual return | -1.03% | 50.33%-51.4pp | 32.23%-33.3pp | 20.14%-21.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $310 | $3,046-89.8% | $4,871-93.6% | $3,203-90.3% |
| Admin fee / account holder | $596 | $5,561-89.3% | $13,028-95.4% | $4,296-86.1% |