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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 | $19,328 | $79,181-75.6% | $102,423-81.1% | $74,429-74.0% |
| Participation rate | 23.4% | 74.8%-51.4pp | 76.5%-53.1pp | 67.2%-43.8pp |
| Annual return | 8.36% | 54.97%-46.6pp | 29.42%-21.1pp | 1368.38%-1360.0pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,234 | $4,416-72.0% | $5,054-75.6% | $4,348-71.6% |
| Admin fee / account holder | $712 | $2,002-64.4% | $9,455-92.5% | $1,944-63.4% |