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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 | $45,022-76.4% | $85,126-87.5% | $77,714-86.4% |
| Participation rate | 0.5% | 48.7%-48.1pp | 67.5%-67.0pp | 70.6%-70.0pp |
| Annual return | 7.75% | 79.38%-71.6pp | 66.63%-58.9pp | 31.26%-23.5pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $2,731-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $30 | $2,811-98.9% | $4,523-99.3% | $4,649-99.4% |
| Admin fee / account holder | $538 | $913-41.1% | $6,160-91.3% | $433+24.2% |