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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 | $9,279 | $77,908-88.1% | $149,696-93.8% | $75,173-87.7% |
| Participation rate | 15.6% | 65.6%-50.0pp | 78.8%-63.2pp | 67.2%-51.6pp |
| Annual return | -0.30% | 31.73%-32.0pp | 134.46%-134.8pp | 160.72%-161.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $141 | $3,411-95.9% | $5,682-97.5% | $4,126-96.6% |
| Admin fee / account holder | $2,944 | $5,950-50.5% | $13,212-77.7% | $5,651-47.9% |