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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 | $9,911 | $59,402-83.3% | $93,654-89.4% | $74,546-86.7% |
| Participation rate | 62.6% | 59.7%+2.9pp | 68.7%-6.1pp | 67.2%-4.6pp |
| Annual return | 10.67% | 81.86%-71.2pp | 133.34%-122.7pp | 1366.03%-1355.4pp |
| Employer contribution / active EE | $374 | $1,265-70.4% | $2,421-84.5% | $2,624-85.7% |
| Participant deferral / active EE | $661 | $3,049-78.3% | $4,413-85.0% | $4,347-84.8% |
| Admin fee / account holder | $978 | $3,023-67.6% | $8,282-88.2% | $1,944-49.7% |