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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 | $5,472 | $89,225-93.9% | $133,698-95.9% | $74,478-92.7% |
| Participation rate | 10.7% | 69.4%-58.7pp | 76.4%-65.7pp | 67.2%-56.5pp |
| Annual return | 6.53% | 22.76%-16.2pp | 580.90%-574.4pp | 1370.56%-1364.0pp |
| Employer contribution / active EE | $0 | $2,816-100.0% | $4,218-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $371 | $4,597-91.9% | $7,016-94.7% | $4,350-91.5% |
| Admin fee / account holder | $522 | $1,545-66.2% | $6,703-92.2% | $1,946-73.2% |