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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 | $32,945 | $122,042-73.0% | $184,260-82.1% | $74,459-55.8% |
| Participation rate | 12.9% | 85.5%-72.6pp | 86.8%-73.9pp | 67.2%-54.3pp |
| Annual return | 9.86% | 19.91%-10.1pp | 28.84%-19.0pp | 1369.70%-1359.8pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,304 | $7,143-81.7% | $9,133-85.7% | $4,350-70.0% |
| Admin fee / account holder | $4,786 | $1,252+282.2% | $13,898-65.6% | $1,945+146.1% |