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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 | $29,569-75.0% | $56,077-86.8% | $77,714-90.5% |
| Participation rate | 0.6% | 32.6%-32.1pp | 52.5%-51.9pp | 70.6%-70.0pp |
| Annual return | 6.28% | 18.90%-12.6pp | 1709.28%-1703.0pp | 31.26%-25.0pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,040-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $14 | $1,061-98.7% | $1,954-99.3% | $4,649-99.7% |
| Admin fee / account holder | $2,975 | $1,042+185.5% | $2,825+5.3% | $433+586.7% |