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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 | $7,946 | $47,135-83.1% | $149,717-94.7% | $74,440-89.3% |
| Participation rate | 3.8% | 63.4%-59.6pp | 78.8%-74.9pp | 70.7%-66.9pp |
| Annual return | 8.85% | 22.75%-13.9pp | 134.41%-125.6pp | 34.37%-25.5pp |
| Employer contribution / active EE | $0 | $1,906-100.0% | $4,820-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $141 | $2,728-94.8% | $5,682-97.5% | $4,529-96.9% |
| Admin fee / account holder | $1,302 | $343+279.9% | $13,213-90.1% | $348+274.4% |