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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 | $55,446-91.7% | $155,574-97.1% | $74,429-93.8% |
| Participation rate | 19.4% | 61.9%-42.5pp | 78.2%-58.8pp | 67.2%-47.8pp |
| Annual return | 10.88% | 269.20%-258.3pp | 64.87%-54.0pp | 1368.38%-1357.5pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $227 | $2,836-92.0% | $5,629-96.0% | $4,348-94.8% |
| Admin fee / account holder | $385 | $1,743-77.9% | $15,914-97.6% | $1,944-80.2% |