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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 | $7,384 | $29,507-75.0% | $56,025-86.8% | $77,762-90.5% |
| Participation rate | 0.6% | 32.7%-32.2pp | 52.5%-52.0pp | 70.6%-70.0pp |
| Annual return | 6.28% | 18.90%-12.6pp | 1712.69%-1706.4pp | 31.27%-25.0pp |
| Employer contribution / active EE | $0 | $570-100.0% | $1,042-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $14 | $1,062-98.7% | $1,955-99.3% | $4,651-99.7% |
| Admin fee / account holder | $2,975 | $1,041+185.9% | $2,828+5.2% | $433+587.3% |