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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 | $8,720 | $78,607-88.9% | $105,624-91.7% | $74,478-88.3% |
| Participation rate | 32.5% | 72.8%-40.3pp | 75.3%-42.8pp | 67.2%-34.7pp |
| Annual return | 10.66% | 15.96%-5.3pp | 116.20%-105.5pp | 1370.56%-1359.9pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,168-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $692 | $4,325-84.0% | $5,013-86.2% | $4,350-84.1% |
| Admin fee / account holder | $812 | $2,220-63.4% | $10,961-92.6% | $1,946-58.3% |