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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 | $8,877 | $40,435-78.0% | $80,627-89.0% | $74,460-88.1% |
| Participation rate | 3.8% | 47.4%-43.6pp | 67.0%-63.3pp | 70.7%-67.0pp |
| Annual return | 13.46% | 165.19%-151.7pp | 936.76%-923.3pp | 34.38%-20.9pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,723-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $165 | $2,673-93.8% | $4,443-96.3% | $4,530-96.4% |
| Admin fee / account holder | $1,079 | $721+49.6% | $5,381-80.0% | $348+210.1% |