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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 | $2,707 | $101,591-97.3% | $147,096-98.2% | $74,429-96.4% |
| Participation rate | 56.0% | 75.5%-19.5pp | 82.2%-26.2pp | 67.2%-11.2pp |
| Annual return | 9.41% | 8746.45%-8737.0pp | 419.75%-410.3pp | 1368.38%-1359.0pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $683 | $7,302-90.6% | $8,071-91.5% | $4,348-84.3% |
| Admin fee / account holder | $390 | $1,750-77.7% | $13,005-97.0% | $1,944-79.9% |