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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 | $1,739 | $47,479-96.3% | $62,929-97.2% | $82,448-97.9% |
| Participation rate | 56.5% | 66.9%-10.3pp | 73.1%-16.6pp | 68.1%-11.5pp |
| Annual return | 10.71% | 20.34%-9.6pp | 1063.93%-1053.2pp | 41.64%-30.9pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $49 | $2,870-98.3% | $3,888-98.7% | $4,139-98.8% |
| Admin fee / account holder | $729 | $3,804-80.8% | $5,065-85.6% | $7,234-89.9% |