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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 | $16,622 | $122,063-86.4% | $184,256-91.0% | $74,478-77.7% |
| Participation rate | 12.7% | 85.5%-72.8pp | 86.8%-74.1pp | 67.2%-54.5pp |
| Annual return | 7.93% | 19.92%-12.0pp | 28.85%-20.9pp | 1370.56%-1362.6pp |
| Employer contribution / active EE | $0 | $4,539-100.0% | $6,427-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $419 | $7,144-94.1% | $9,133-95.4% | $4,350-90.4% |
| Admin fee / account holder | $1,498 | $1,253+19.5% | $13,899-89.2% | $1,946-23.0% |