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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 | $2,317 | $93,598-97.5% | $135,974-98.3% | $75,173-96.9% |
| Participation rate | 1.4% | 75.2%-73.8pp | 81.9%-80.5pp | 67.2%-65.8pp |
| Annual return | 11.27% | 30.89%-19.6pp | 68.30%-57.0pp | 160.72%-149.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10 | $6,405-99.8% | $7,760-99.9% | $4,126-99.8% |
| Admin fee / account holder | $22,041 | $6,978+215.9% | $10,767+104.7% | $5,651+290.1% |