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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 | $21,072 | $71,615-70.6% | $153,416-86.3% | $65,306-67.7% |
| Participation rate | 1.0% | 49.3%-48.3pp | 74.3%-73.4pp | 57.7%-56.7pp |
| Annual return | 5.96% | 12.62%-6.7pp | 17.84%-11.9pp | 21.94%-16.0pp |
| Employer contribution / active EE | $0 | $1,488-100.0% | $3,764-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $75 | $2,236-96.7% | $4,723-98.4% | $2,959-97.5% |
| Admin fee / account holder | $71,588 | $3,498+1946.3% | $13,095+446.7% | $3,480+1957.2% |