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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 | $7,117 | $55,472-87.2% | $155,567-95.4% | $74,546-90.5% |
| Participation rate | 4.4% | 61.9%-57.5pp | 78.2%-73.8pp | 67.2%-62.8pp |
| Annual return | 6.71% | 268.72%-262.0pp | 64.74%-58.0pp | 1366.03%-1359.3pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $224 | $2,838-92.1% | $5,628-96.0% | $4,347-94.9% |
| Admin fee / account holder | $3,135 | $1,743+79.9% | $15,916-80.3% | $1,944+61.3% |