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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 | $18,482 | $106,264-82.6% | $147,117-87.4% | $77,762-76.2% |
| Participation rate | 11.8% | 78.4%-66.6pp | 82.2%-70.4pp | 70.6%-58.8pp |
| Annual return | 10.59% | 56.94%-46.3pp | 420.54%-409.9pp | 31.27%-20.7pp |
| Employer contribution / active EE | $0 | $4,074-100.0% | $4,932-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $460 | $8,003-94.3% | $8,065-94.3% | $4,651-90.1% |
| Admin fee / account holder | $3,463 | $334+935.7% | $12,993-73.3% | $433+699.9% |