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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 | $16,651 | $69,774-76.1% | $67,561-75.4% | $74,429-77.6% |
| Participation rate | 29.5% | 71.4%-41.9pp | 72.9%-43.4pp | 67.2%-37.8pp |
| Annual return | 9.26% | -40.53%+49.8pp | 3525.44%-3516.2pp | 1368.38%-1359.1pp |
| Employer contribution / active EE | $743 | $2,710-72.6% | $2,735-72.8% | $2,625-71.7% |
| Participant deferral / active EE | $1,167 | $3,636-67.9% | $4,003-70.8% | $4,348-73.2% |
| Admin fee / account holder | $2,390 | $890+168.6% | $4,006-40.3% | $1,944+22.9% |