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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 | $4,572 | $49,896-90.8% | $80,627-94.3% | $75,173-93.9% |
| Participation rate | 11.6% | 55.3%-43.7pp | 67.0%-55.4pp | 67.2%-55.6pp |
| Annual return | -2.98% | 34.67%-37.7pp | 936.76%-939.7pp | 160.72%-163.7pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $250 | $2,992-91.6% | $4,443-94.4% | $4,126-93.9% |
| Admin fee / account holder | $748 | $3,578-79.1% | $5,381-86.1% | $5,651-86.8% |