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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 | $19,580 | $101,653-80.7% | $147,080-86.7% | $74,459-73.7% |
| Participation rate | 21.7% | 75.6%-53.9pp | 82.2%-60.5pp | 67.2%-45.5pp |
| Annual return | 5.96% | 8754.98%-8749.0pp | 420.17%-414.2pp | 1369.70%-1363.7pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,675 | $7,304-77.1% | $8,066-79.2% | $4,350-61.5% |
| Admin fee / account holder | $6,662 | $1,752+280.4% | $12,989-48.7% | $1,945+242.6% |