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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 | $5,306 | $91,179-94.2% | $178,499-97.0% | $79,852-93.4% |
| Participation rate | 8.0% | 69.2%-61.2pp | 81.9%-73.9pp | 69.6%-61.6pp |
| Annual return | -57.57% | 24.19%-81.8pp | 151.10%-208.7pp | 31.72%-89.3pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $497 | $3,236-84.6% | $5,202-90.4% | $3,740-86.7% |
| Admin fee / account holder | $888 | $6,749-86.8% | $13,986-93.7% | $5,306-83.3% |