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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 | $2,444 | $51,642-95.3% | $129,384-98.1% | $80,935-97.0% |
| Participation rate | 2.2% | 56.9%-54.7pp | 69.6%-67.4pp | 67.7%-65.4pp |
| Annual return | -1.02% | 20.78%-21.8pp | 9461.77%-9462.8pp | 35.66%-36.7pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $81 | $2,670-97.0% | $4,166-98.0% | $4,299-98.1% |
| Admin fee / account holder | $303 | $4,312-93.0% | $7,686-96.1% | $6,924-95.6% |