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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 | $58,859-90.4% | $129,397-95.6% | $77,714-92.7% |
| Participation rate | 9.2% | 59.3%-50.1pp | 69.6%-60.4pp | 70.6%-61.4pp |
| Annual return | 11.01% | 24.74%-13.7pp | 9453.98%-9443.0pp | 31.26%-20.2pp |
| Employer contribution / active EE | $0 | $1,952-100.0% | $4,154-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $97 | $3,215-97.0% | $4,167-97.7% | $4,649-97.9% |
| Admin fee / account holder | $750 | $591+27.0% | $7,679-90.2% | $433+73.1% |