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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 | $12,470 | $55,446-77.5% | $155,574-92.0% | $74,429-83.2% |
| Participation rate | 4.7% | 61.9%-57.2pp | 78.2%-73.5pp | 67.2%-62.5pp |
| Annual return | 4.34% | 269.20%-264.9pp | 64.87%-60.5pp | 1368.38%-1364.0pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $105 | $2,836-96.3% | $5,629-98.1% | $4,348-97.6% |
| Admin fee / account holder | $5,404 | $1,743+210.0% | $15,914-66.0% | $1,944+177.9% |