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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 | $7,241 | $77,788-90.7% | $119,126-93.9% | $64,728-88.8% |
| Participation rate | 1.4% | 69.4%-68.0pp | 75.8%-74.4pp | 57.9%-56.5pp |
| Annual return | 3.23% | 13.19%-10.0pp | 282.11%-278.9pp | 49.38%-46.1pp |
| Employer contribution / active EE | $0 | $4,031-100.0% | $4,034-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $39 | $2,599-98.5% | $5,318-99.3% | $2,729-98.6% |
| Admin fee / account holder | $21,736 | $1,365+1492.1% | $10,693+103.3% | $1,145+1798.1% |