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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 | $6,085 | $69,708-91.3% | $67,560-91.0% | $74,478-91.8% |
| Participation rate | 6.5% | 71.4%-64.9pp | 72.9%-66.4pp | 67.2%-60.7pp |
| Annual return | 4.60% | -40.67%+45.3pp | 3533.50%-3528.9pp | 1370.56%-1366.0pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $2,737-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $398 | $3,637-89.1% | $4,004-90.1% | $4,350-90.9% |
| Admin fee / account holder | $16,224 | $887+1728.9% | $3,994+306.2% | $1,946+733.8% |