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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 | $5,025 | $56,200-91.1% | $67,653-92.6% | $59,633-91.6% |
| Participation rate | 28.4% | 71.5%-43.1pp | 75.7%-47.3pp | 68.7%-40.3pp |
| Annual return | -15.63% | 18506.71%-18522.3pp | 6625.22%-6640.8pp | 2041.40%-2057.0pp |
| Employer contribution / active EE | $316 | $1,615-80.4% | $2,266-86.0% | $2,203-85.6% |
| Participant deferral / active EE | $1,125 | $2,843-60.4% | $3,560-68.4% | $3,192-64.7% |
| Admin fee / account holder | $2,296 | $3,959-42.0% | $4,821-52.4% | $4,297-46.6% |