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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 | $2,399 | $85,171-97.2% | $172,752-98.6% | $72,975-96.7% |
| Participation rate | 14.5% | 70.1%-55.5pp | 82.6%-68.1pp | 69.5%-54.9pp |
| Annual return | 2.70% | 27.32%-24.6pp | 802.97%-800.3pp | 81.01%-78.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $157 | $3,260-95.2% | $5,198-97.0% | $3,608-95.7% |
| Admin fee / account holder | $469 | $5,880-92.0% | $13,955-96.6% | $5,124-90.8% |