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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 | $69,771-91.3% | $67,524-91.0% | $74,400-91.8% |
| Participation rate | 6.5% | 71.4%-64.9pp | 72.9%-66.4pp | 67.2%-60.7pp |
| Annual return | 4.60% | -40.49%+45.1pp | 3519.41%-3514.8pp | 1367.51%-1362.9pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,734-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $398 | $3,638-89.1% | $4,001-90.1% | $4,348-90.8% |
| Admin fee / account holder | $16,224 | $889+1724.5% | $4,001+305.5% | $1,944+734.8% |