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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 | $2,227 | $108,825-98.0% | $156,181-98.6% | $82,448-97.3% |
| Participation rate | 6.3% | 72.4%-66.1pp | 78.8%-72.6pp | 68.1%-61.8pp |
| Annual return | -8.72% | 20.59%-29.3pp | 64.87%-73.6pp | 41.64%-50.4pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12 | $4,577-99.7% | $6,132-99.8% | $4,139-99.7% |
| Admin fee / account holder | $406 | $9,341-95.7% | $14,586-97.2% | $7,234-94.4% |