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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 | $5,206 | $60,119-91.3% | $90,430-94.2% | $79,858-93.5% |
| Participation rate | 7.1% | 65.0%-57.8pp | 72.7%-65.5pp | 69.6%-62.5pp |
| Annual return | 5.13% | 71.94%-66.8pp | 1293.73%-1288.6pp | 31.72%-26.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $215 | $2,938-92.7% | $3,963-94.6% | $3,740-94.3% |
| Admin fee / account holder | $2,741 | $3,976-31.1% | $5,613-51.2% | $5,306-48.3% |