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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 | $17,640 | $80,763-78.2% | $102,412-82.8% | $74,459-76.3% |
| Participation rate | 5.2% | 65.7%-60.4pp | 74.5%-69.3pp | 67.2%-62.0pp |
| Annual return | 7.78% | 27.57%-19.8pp | 24.94%-17.2pp | 1369.70%-1361.9pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,870-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $91 | $3,862-97.6% | $5,060-98.2% | $4,350-97.9% |
| Admin fee / account holder | $892 | $2,371-62.4% | $8,388-89.4% | $1,945-54.1% |