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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 | $18,045 | $85,766-79.0% | $136,298-86.8% | $70,126-74.3% |
| Participation rate | 11.3% | 74.2%-62.8pp | 81.9%-70.6pp | 69.5%-58.2pp |
| Annual return | 4.44% | 31.46%-27.0pp | 5156.27%-5151.8pp | 73.15%-68.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $944 | $5,051-81.3% | $6,247-84.9% | $3,332-71.7% |
| Admin fee / account holder | $7,899 | $5,421+45.7% | $9,244-14.5% | $4,645+70.0% |