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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 | $7,988 | $77,638-89.7% | $156,551-94.9% | $62,881-87.3% |
| Participation rate | 13.6% | 71.2%-57.6pp | 84.0%-70.4pp | 69.3%-55.7pp |
| Annual return | -3.57% | 50.33%-53.9pp | 32.23%-35.8pp | 20.14%-23.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $277 | $3,046-90.9% | $4,871-94.3% | $3,203-91.4% |
| Admin fee / account holder | $672 | $5,561-87.9% | $13,028-94.8% | $4,296-84.4% |