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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 | $13,009 | $95,383-86.4% | $185,837-93.0% | $85,856-84.8% |
| Participation rate | 18.3% | 68.8%-50.4pp | 81.7%-63.4pp | 69.3%-51.0pp |
| Annual return | 9.54% | 23.59%-14.1pp | 122.08%-112.5pp | 318.58%-309.0pp |
| Employer contribution / active EE | $0 | $3,313-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $496 | $3,423-85.5% | $5,568-91.1% | $3,952-87.4% |
| Admin fee / account holder | $936 | $7,213-87.0% | $16,241-94.2% | $6,261-85.0% |