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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 | $3,722 | $99,957-96.3% | $149,730-97.5% | $73,493-94.9% |
| Participation rate | 2.7% | 75.7%-73.0pp | 82.5%-79.8pp | 70.7%-68.0pp |
| Annual return | 2.21% | 53.87%-51.7pp | 276.70%-274.5pp | 28.51%-26.3pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $154 | $6,073-97.5% | $6,843-97.8% | $3,740-95.9% |
| Admin fee / account holder | $61,321 | $551+11035.2% | $9,310+558.6% | $513+11851.5% |