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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 | $5,447 | $45,152-87.9% | $73,836-92.6% | $59,633-90.9% |
| Participation rate | 8.5% | 64.0%-55.5pp | 73.4%-65.0pp | 68.7%-60.2pp |
| Annual return | -3.18% | 27.40%-30.6pp | 2268.06%-2271.2pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $85 | $2,573-96.7% | $3,583-97.6% | $3,192-97.3% |
| Admin fee / account holder | $1,202 | $3,515-65.8% | $4,882-75.4% | $4,297-72.0% |