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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 | $8,258 | $62,166-86.7% | $81,286-89.8% | $74,429-88.9% |
| Participation rate | 28.8% | 64.1%-35.2pp | 69.5%-40.7pp | 67.2%-38.4pp |
| Annual return | 10.67% | 16.50%-5.8pp | 24.80%-14.1pp | 1368.38%-1357.7pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,463-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $780 | $3,223-75.8% | $3,883-79.9% | $4,348-82.1% |
| Admin fee / account holder | $1,820 | $1,925-5.5% | $5,764-68.4% | $1,944-6.4% |