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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 | $3,388 | $83,369-95.9% | $105,223-96.8% | $67,986-95.0% |
| Participation rate | 6.3% | 56.3%-50.0pp | 75.0%-68.8pp | 57.2%-50.9pp |
| Annual return | 2.50% | 24.64%-22.1pp | 180.65%-178.1pp | 31.67%-29.2pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $105 | $3,295-96.8% | $5,072-97.9% | $3,358-96.9% |
| Admin fee / account holder | $12,776 | $4,073+213.7% | $8,859+44.2% | $3,203+298.8% |