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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 | $8,804 | $55,472-84.1% | $155,567-94.3% | $74,546-88.2% |
| Participation rate | 14.6% | 61.9%-47.3pp | 78.2%-63.6pp | 67.2%-52.6pp |
| Annual return | 7.92% | 268.72%-260.8pp | 64.74%-56.8pp | 1366.03%-1358.1pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $409 | $2,838-85.6% | $5,628-92.7% | $4,347-90.6% |
| Admin fee / account holder | $1,749 | $1,743+0.4% | $15,916-89.0% | $1,944-10.0% |