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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 | $1,813 | $89,364-98.0% | $141,177-98.7% | $72,983-97.5% |
| Participation rate | 8.1% | 75.1%-67.0pp | 82.5%-74.4pp | 69.5%-61.4pp |
| Annual return | 13.68% | 111.86%-98.2pp | 71.40%-57.7pp | 81.01%-67.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $89 | $5,419-98.4% | $6,710-98.7% | $3,608-97.5% |
| Admin fee / account holder | $365 | $5,959-93.9% | $10,263-96.4% | $5,124-92.9% |