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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 | $7,276 | $44,897-83.8% | $85,009-91.4% | $199,768-96.4% |
| Participation rate | 3.3% | 45.7%-42.4pp | 67.5%-64.2pp | 72.0%-68.7pp |
| Annual return | 2.94% | 20.96%-18.0pp | 66.47%-63.5pp | 34.26%-31.3pp |
| Employer contribution / active EE | $0 | $1,365-100.0% | $2,728-100.0% | $3,037-100.0% |
| Participant deferral / active EE | $84 | $2,668-96.9% | $4,522-98.2% | $5,090-98.4% |
| Admin fee / account holder | $2,774 | $584+374.8% | $6,153-54.9% | $269+931.2% |