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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 | $10,784 | $80,812-86.7% | $160,784-93.3% | $82,448-86.9% |
| Participation rate | 7.9% | 66.2%-58.3pp | 77.0%-69.0pp | 68.1%-60.1pp |
| Annual return | 10.87% | 100.59%-89.7pp | 1803.92%-1793.1pp | 41.64%-30.8pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $323 | $4,335-92.6% | $6,293-94.9% | $4,139-92.2% |
| Admin fee / account holder | $3,033 | $7,695-60.6% | $9,717-68.8% | $7,234-58.1% |