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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 | $18,842 | $101,672-81.5% | $147,117-87.2% | $74,478-74.7% |
| Participation rate | 28.7% | 75.5%-46.8pp | 82.2%-53.5pp | 67.2%-38.5pp |
| Annual return | 8.64% | 8757.83%-8749.2pp | 420.54%-411.9pp | 1370.56%-1361.9pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $734 | $7,305-89.9% | $8,065-90.9% | $4,350-83.1% |
| Admin fee / account holder | $520 | $1,753-70.4% | $12,993-96.0% | $1,946-73.3% |