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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 | $2,805 | $57,305-95.1% | $86,640-96.8% | $75,173-96.3% |
| Participation rate | 15.4% | 63.2%-47.8pp | 71.7%-56.3pp | 67.2%-51.8pp |
| Annual return | 10.81% | 2674.24%-2663.4pp | 592.52%-581.7pp | 160.72%-149.9pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $245 | $3,320-92.6% | $4,438-94.5% | $4,126-94.1% |
| Admin fee / account holder | $8,133 | $4,116+97.6% | $5,616+44.8% | $5,651+43.9% |