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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 | $122,219-87.8% | $147,096-89.8% | $199,921-92.5% |
| Participation rate | 1.0% | 78.3%-77.2pp | 82.2%-81.1pp | 72.0%-71.0pp |
| Annual return | 11.58% | 30.59%-19.0pp | 419.75%-408.2pp | 34.28%-22.7pp |
| Employer contribution / active EE | $0 | $4,096-100.0% | $4,936-100.0% | $3,035-100.0% |
| Participant deferral / active EE | $95 | $8,503-98.9% | $8,071-98.8% | $5,089-98.1% |
| Admin fee / account holder | $2,800 | $179+1463.2% | $13,005-78.5% | $269+940.3% |