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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 | $8,370 | $57,305-85.4% | $86,640-90.3% | $75,173-88.9% |
| Participation rate | 3.5% | 63.2%-59.7pp | 71.7%-68.2pp | 67.2%-63.7pp |
| Annual return | 13.33% | 2674.24%-2660.9pp | 592.52%-579.2pp | 160.72%-147.4pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $257 | $3,320-92.3% | $4,438-94.2% | $4,126-93.8% |
| Admin fee / account holder | $1,053 | $4,116-74.4% | $5,616-81.3% | $5,651-81.4% |