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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 | $3,495 | $45,126-92.3% | $85,187-95.9% | $74,459-95.3% |
| Participation rate | 2.7% | 49.4%-46.7pp | 67.5%-64.8pp | 67.2%-64.5pp |
| Annual return | 5.29% | 26.30%-21.0pp | 66.67%-61.4pp | 1369.70%-1364.4pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $39 | $2,738-98.6% | $4,525-99.1% | $4,350-99.1% |
| Admin fee / account holder | $1,217 | $2,212-45.0% | $6,162-80.3% | $1,945-37.4% |