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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 | $6,568 | $89,670-92.7% | $96,754-93.2% | $89,670-92.7% |
| Participation rate | 0.5% | 71.2%-70.6pp | 70.3%-69.8pp | 71.2%-70.6pp |
| Annual return | 7.81% | 19.66%-11.8pp | 82.04%-74.2pp | 19.66%-11.8pp |
| Employer contribution / active EE | $0 | $4,041-100.0% | $2,679-100.0% | $4,041-100.0% |
| Participant deferral / active EE | $17 | $3,962-99.6% | $4,758-99.6% | $3,962-99.6% |
| Admin fee / account holder | $5,387 | $352+1431.2% | $8,905-39.5% | $352+1431.2% |