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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 | $10,605 | $45,031-76.5% | $85,009-87.5% | $77,671-86.3% |
| Participation rate | 0.5% | 48.7%-48.1pp | 67.5%-67.0pp | 70.6%-70.0pp |
| Annual return | 7.75% | 79.22%-71.5pp | 66.47%-58.7pp | 31.21%-23.5pp |
| Employer contribution / active EE | $0 | $1,609-100.0% | $2,728-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $30 | $2,807-98.9% | $4,522-99.3% | $4,648-99.4% |
| Admin fee / account holder | $538 | $912-41.0% | $6,153-91.3% | $430+25.0% |