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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 | $17,068 | $70,587-75.8% | $124,694-86.3% | $85,851-80.1% |
| Participation rate | 50.0% | 64.4%-14.4pp | 74.6%-24.6pp | 69.3%-19.3pp |
| Annual return | 10.93% | 20688.83%-20677.9pp | 5144.82%-5133.9pp | 318.63%-307.7pp |
| Employer contribution / active EE | $641 | $1,913-66.5% | $3,325-80.7% | $2,565-75.0% |
| Participant deferral / active EE | $766 | $2,969-74.2% | $4,615-83.4% | $3,952-80.6% |
| Admin fee / account holder | $742 | $5,282-86.0% | $7,495-90.1% | $6,261-88.2% |