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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 | $1,731 | $85,171-98.0% | $172,753-99.0% | $72,976-97.6% |
| Participation rate | 16.4% | 70.1%-53.6pp | 82.6%-66.2pp | 69.5%-53.1pp |
| Annual return | 15.79% | 27.32%-11.5pp | 803.00%-787.2pp | 81.02%-65.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $206 | $3,260-93.7% | $5,198-96.0% | $3,608-94.3% |
| Admin fee / account holder | $955 | $5,880-83.8% | $13,956-93.2% | $5,124-81.4% |