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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 | $30,210 | $88,117-65.7% | $164,928-81.7% | $74,400-59.4% |
| Participation rate | 55.9% | 73.1%-17.2pp | 78.6%-22.8pp | 67.2%-11.4pp |
| Annual return | 10.89% | 17.27%-6.4pp | 70.08%-59.2pp | 1367.51%-1356.6pp |
| Employer contribution / active EE | $0 | $2,596-100.0% | $4,343-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,870 | $4,501-58.5% | $6,034-69.0% | $4,348-57.0% |
| Admin fee / account holder | $7,515 | $2,230+237.0% | $12,684-40.8% | $1,944+286.7% |