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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 | $3,089 | $45,119-93.2% | $85,126-96.4% | $74,429-95.9% |
| Participation rate | 4.2% | 49.4%-45.2pp | 67.5%-63.3pp | 67.2%-63.0pp |
| Annual return | 7.65% | 26.28%-18.6pp | 66.63%-59.0pp | 1368.38%-1360.7pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,731-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $43 | $2,738-98.4% | $4,523-99.1% | $4,348-99.0% |
| Admin fee / account holder | $975 | $2,214-55.9% | $6,160-84.2% | $1,944-49.8% |