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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 | $13,061 | $45,566-71.3% | $64,105-79.6% | $59,633-78.1% |
| Participation rate | 29.7% | 60.2%-30.4pp | 68.2%-38.4pp | 68.7%-38.9pp |
| Annual return | -5.88% | 4.95%-10.8pp | 791.24%-797.1pp | 2041.40%-2047.3pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $416 | $2,057-79.8% | $2,822-85.3% | $3,192-87.0% |
| Admin fee / account holder | $557 | $3,268-83.0% | $4,499-87.6% | $4,297-87.0% |