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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 | $9,761 | $44,103-77.9% | $75,826-87.1% | $64,173-84.8% |
| Participation rate | 18.5% | 62.7%-44.2pp | 68.2%-49.7pp | 69.6%-51.1pp |
| Annual return | -8.93% | -4.72%-4.2pp | 1914.15%-1923.1pp | 7.63%-16.6pp |
| Employer contribution / active EE | $0 | $1,446-100.0% | $1,913-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $308 | $2,204-86.0% | $2,862-89.2% | $3,470-91.1% |
| Admin fee / account holder | $623 | $3,506-82.2% | $4,726-86.8% | $4,887-87.2% |