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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 | $8,947 | $79,209-88.7% | $102,434-91.3% | $74,459-88.0% |
| Participation rate | 22.4% | 74.8%-52.4pp | 76.5%-54.1pp | 67.2%-44.8pp |
| Annual return | 8.54% | 54.98%-46.4pp | 29.46%-20.9pp | 1369.70%-1361.2pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $937 | $4,417-78.8% | $5,055-81.5% | $4,350-78.5% |
| Admin fee / account holder | $1,396 | $2,002-30.3% | $9,462-85.2% | $1,945-28.2% |