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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 | $8,592 | $55,446-84.5% | $155,574-94.5% | $74,429-88.5% |
| Participation rate | 21.9% | 61.9%-40.0pp | 78.2%-56.3pp | 67.2%-45.3pp |
| Annual return | 4.31% | 269.20%-264.9pp | 64.87%-60.6pp | 1368.38%-1364.1pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $222 | $2,836-92.2% | $5,629-96.1% | $4,348-94.9% |
| Admin fee / account holder | $1,104 | $1,743-36.7% | $15,914-93.1% | $1,944-43.2% |