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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 | $4,587 | $55,470-91.7% | $155,556-97.1% | $74,478-93.8% |
| Participation rate | 19.4% | 61.9%-42.5pp | 78.2%-58.8pp | 67.2%-47.8pp |
| Annual return | 10.88% | 269.80%-258.9pp | 64.84%-54.0pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $227 | $2,838-92.0% | $5,631-96.0% | $4,350-94.8% |
| Admin fee / account holder | $385 | $1,744-77.9% | $15,885-97.6% | $1,946-80.2% |