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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 | $13,229 | $70,684-81.3% | $169,390-92.2% | $75,173-82.4% |
| Participation rate | 37.0% | 64.8%-27.8pp | 77.2%-40.1pp | 67.2%-30.2pp |
| Annual return | 12.90% | 36.38%-23.5pp | 406.07%-393.2pp | 160.72%-147.8pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $510 | $4,310-88.2% | $6,222-91.8% | $4,126-87.6% |
| Admin fee / account holder | $598 | $5,404-88.9% | $9,015-93.4% | $5,651-89.4% |