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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 | $10,354 | $52,884-80.4% | $84,753-87.8% | $55,167-81.2% |
| Participation rate | 4.7% | 67.5%-62.9pp | 76.6%-71.9pp | 69.0%-64.3pp |
| Annual return | 3.53% | 18.03%-14.5pp | 22.78%-19.3pp | 169.23%-165.7pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $55 | $2,644-97.9% | $3,712-98.5% | $3,054-98.2% |
| Admin fee / account holder | $9,434 | $581+1524.6% | $5,333+76.9% | $504+1772.2% |