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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 | $5,029 | $101,653-95.1% | $147,080-96.6% | $74,459-93.2% |
| Participation rate | 7.3% | 75.6%-68.3pp | 82.2%-74.9pp | 67.2%-59.9pp |
| Annual return | 8.31% | 8754.98%-8746.7pp | 420.17%-411.9pp | 1369.70%-1361.4pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $157 | $7,304-97.9% | $8,066-98.1% | $4,350-96.4% |
| Admin fee / account holder | $572 | $1,752-67.4% | $12,989-95.6% | $1,945-70.6% |