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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 | $5,653 | $58,969-90.4% | $129,406-95.6% | $77,762-92.7% |
| Participation rate | 9.2% | 59.5%-50.2pp | 69.6%-60.4pp | 70.6%-61.4pp |
| Annual return | 11.01% | 24.78%-13.8pp | 9468.18%-9457.2pp | 31.27%-20.3pp |
| Employer contribution / active EE | $0 | $1,959-100.0% | $4,155-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $97 | $3,224-97.0% | $4,167-97.7% | $4,651-97.9% |
| Admin fee / account holder | $750 | $593+26.5% | $7,689-90.2% | $433+73.2% |