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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 | $2,977 | $29,546-89.9% | $56,441-94.7% | $77,671-96.2% |
| Participation rate | 4.5% | 32.7%-28.2pp | 52.5%-48.0pp | 70.6%-66.1pp |
| Annual return | 10.31% | 19.01%-8.7pp | 1704.21%-1693.9pp | 31.21%-20.9pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $66 | $1,061-93.8% | $1,953-96.6% | $4,648-98.6% |
| Admin fee / account holder | $1,316 | $1,046+25.8% | $2,829-53.5% | $430+205.8% |