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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 | $4,492 | $57,330-92.2% | $86,656-94.8% | $75,177-94.0% |
| Participation rate | 20.0% | 63.2%-43.2pp | 71.7%-51.7pp | 67.2%-47.2pp |
| Annual return | 10.83% | 2675.40%-2664.6pp | 593.09%-582.3pp | 160.75%-149.9pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $296 | $3,320-91.1% | $4,439-93.3% | $4,126-92.8% |
| Admin fee / account holder | $943 | $4,115-77.1% | $5,619-83.2% | $5,651-83.3% |