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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 | $14,970 | $122,128-87.7% | $147,117-89.8% | $200,096-92.5% |
| Participation rate | 1.0% | 78.2%-77.1pp | 82.2%-81.1pp | 72.0%-71.0pp |
| Annual return | 11.58% | 30.58%-19.0pp | 420.54%-409.0pp | 34.26%-22.7pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,932-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $95 | $8,484-98.9% | $8,065-98.8% | $5,090-98.1% |
| Admin fee / account holder | $2,800 | $180+1459.9% | $12,993-78.4% | $269+939.9% |