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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 | $13,898 | $55,482-75.0% | $76,051-81.7% | $77,692-82.1% |
| Participation rate | 1.4% | 63.7%-62.3pp | 69.1%-67.7pp | 70.6%-69.2pp |
| Annual return | 8.60% | 17.09%-8.5pp | 360.42%-351.8pp | 31.25%-22.7pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $2,690-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $77 | $3,455-97.8% | $4,257-98.2% | $4,648-98.3% |
| Admin fee / account holder | $2,714 | $407+566.2% | $6,416-57.7% | $431+530.3% |