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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 | $6,714 | $45,152-85.1% | $73,836-90.9% | $59,633-88.7% |
| Participation rate | 50.0% | 64.0%-14.0pp | 73.4%-23.4pp | 68.7%-18.7pp |
| Annual return | -3.79% | 27.40%-31.2pp | 2268.06%-2271.8pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $374 | $1,901-80.3% | $2,787-86.6% | $2,203-83.0% |
| Participant deferral / active EE | $578 | $2,573-77.5% | $3,583-83.9% | $3,192-81.9% |
| Admin fee / account holder | $650 | $3,515-81.5% | $4,882-86.7% | $4,297-84.9% |