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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 | $30,763 | $79,209-61.2% | $102,434-70.0% | $74,459-58.7% |
| Participation rate | 29.4% | 74.8%-45.3pp | 76.5%-47.1pp | 67.2%-37.8pp |
| Annual return | 9.82% | 54.98%-45.2pp | 29.46%-19.6pp | 1369.70%-1359.9pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $532 | $4,417-88.0% | $5,055-89.5% | $4,350-87.8% |
| Admin fee / account holder | $3,979 | $2,002+98.8% | $9,462-57.9% | $1,945+104.6% |