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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 | $6,933 | $72,177-90.4% | $115,038-94.0% | $59,633-88.4% |
| Participation rate | 18.8% | 72.6%-53.8pp | 81.4%-62.6pp | 68.7%-49.9pp |
| Annual return | -25.25% | 12.02%-37.3pp | 26.14%-51.4pp | 2041.45%-2066.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $967 | $4,783-79.8% | $6,026-83.9% | $3,192-69.7% |
| Admin fee / account holder | $945 | $4,927-80.8% | $8,175-88.4% | $4,297-78.0% |