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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 | $3,177 | $43,730-92.7% | $66,674-95.2% | $64,097-95.0% |
| Participation rate | 8.3% | 50.7%-42.5pp | 73.7%-65.4pp | 55.2%-46.9pp |
| Annual return | 5.47% | 53.62%-48.2pp | 321.24%-315.8pp | 34.64%-29.2pp |
| Employer contribution / active EE | $0 | $1,673-100.0% | $2,620-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $86 | $2,122-95.9% | $4,084-97.9% | $3,080-97.2% |
| Admin fee / account holder | $5,127 | $2,708+89.4% | $5,098+0.6% | $3,454+48.4% |