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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 | $6,759 | $59,467-88.6% | $93,727-92.8% | $74,478-90.9% |
| Participation rate | 52.2% | 59.6%-7.4pp | 68.7%-16.5pp | 67.2%-15.0pp |
| Annual return | 8.33% | 82.14%-73.8pp | 133.83%-125.5pp | 1370.56%-1362.2pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,280 | $3,052-58.0% | $4,417-71.0% | $4,350-70.6% |
| Admin fee / account holder | $1,008 | $3,028-66.7% | $8,292-87.8% | $1,946-48.2% |