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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 | $29,525-89.9% | $56,033-94.7% | $77,736-96.2% |
| Participation rate | 4.5% | 32.7%-28.2pp | 52.5%-48.0pp | 70.6%-66.1pp |
| Annual return | 10.31% | 18.90%-8.6pp | 1711.38%-1701.1pp | 31.26%-20.9pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,041-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $66 | $1,062-93.8% | $1,954-96.6% | $4,651-98.6% |
| Admin fee / account holder | $1,316 | $1,040+26.5% | $2,827-53.4% | $433+203.7% |