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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 | $5,121 | $69,708-92.7% | $67,560-92.4% | $74,478-93.1% |
| Participation rate | 38.5% | 71.4%-33.0pp | 72.9%-34.5pp | 67.2%-28.8pp |
| Annual return | 10.82% | -40.67%+51.5pp | 3533.50%-3522.7pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $2,737-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $196 | $3,637-94.6% | $4,004-95.1% | $4,350-95.5% |
| Admin fee / account holder | $359 | $887-59.6% | $3,994-91.0% | $1,946-81.6% |