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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 | $10,157 | $55,446-81.7% | $155,574-93.5% | $74,429-86.4% |
| Participation rate | 41.7% | 61.9%-20.2pp | 78.2%-36.5pp | 67.2%-25.5pp |
| Annual return | 10.78% | 269.20%-258.4pp | 64.87%-54.1pp | 1368.38%-1357.6pp |
| Employer contribution / active EE | $482 | $2,266-78.7% | $4,676-89.7% | $2,625-81.6% |
| Participant deferral / active EE | $679 | $2,836-76.0% | $5,629-87.9% | $4,348-84.4% |
| Admin fee / account holder | $2,602 | $1,743+49.3% | $15,914-83.7% | $1,944+33.8% |