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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 | $4,850 | $46,360-89.5% | $147,617-96.7% | $52,331-90.7% |
| Participation rate | 2.9% | 64.9%-62.0pp | 84.6%-81.7pp | 68.1%-65.2pp |
| Annual return | -6.95% | 1.62%-8.6pp | 61.98%-68.9pp | 4.54%-11.5pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $146 | $2,258-93.5% | $4,895-97.0% | $3,022-95.2% |
| Admin fee / account holder | $333 | $766-56.6% | $11,612-97.1% | $592-43.8% |