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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 | $106,247-82.6% | $147,096-87.4% | $77,714-76.2% |
| Participation rate | 11.8% | 78.4%-66.6pp | 82.2%-70.4pp | 70.6%-58.8pp |
| Annual return | 10.59% | 56.87%-46.3pp | 419.75%-409.2pp | 31.26%-20.7pp |
| Employer contribution / active EE | $0 | $4,069-100.0% | $4,936-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $460 | $7,996-94.2% | $8,071-94.3% | $4,649-90.1% |
| Admin fee / account holder | $3,463 | $338+923.6% | $13,005-73.4% | $433+699.2% |