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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 | $9,074 | $85,766-89.4% | $136,298-93.3% | $70,126-87.1% |
| Participation rate | 29.6% | 74.2%-44.5pp | 81.9%-52.3pp | 69.5%-39.9pp |
| Annual return | 11.72% | 31.46%-19.7pp | 5156.27%-5144.5pp | 73.15%-61.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,478 | $5,051-70.7% | $6,247-76.3% | $3,332-55.7% |
| Admin fee / account holder | $3,538 | $5,421-34.7% | $9,244-61.7% | $4,645-23.8% |