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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 | $3,379 | $53,204-93.6% | $155,556-97.8% | $200,096-98.3% |
| Participation rate | 2.7% | 64.1%-61.5pp | 78.2%-75.6pp | 72.0%-69.4pp |
| Annual return | 6.85% | 41.02%-34.2pp | 64.84%-58.0pp | 34.26%-27.4pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $23 | $3,163-99.3% | $5,631-99.6% | $5,090-99.6% |
| Admin fee / account holder | $1,382 | $186+644.2% | $15,885-91.3% | $269+413.3% |