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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 | $11,585 | $63,433-81.7% | $63,803-81.8% | $64,097-81.9% |
| Participation rate | 3.1% | 65.0%-61.9pp | 72.7%-69.6pp | 55.2%-52.1pp |
| Annual return | 8.17% | 20.74%-12.6pp | 543.72%-535.5pp | 34.64%-26.5pp |
| Employer contribution / active EE | $0 | $2,332-100.0% | $2,532-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $13 | $3,119-99.6% | $3,843-99.7% | $3,080-99.6% |
| Admin fee / account holder | $1,313 | $1,489-11.9% | $5,196-74.7% | $3,454-62.0% |