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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 | $30,477 | $101,539-70.0% | $147,041-79.3% | $74,400-59.0% |
| Participation rate | 51.6% | 75.5%-23.9pp | 82.2%-30.5pp | 67.2%-15.6pp |
| Annual return | 9.43% | 8740.84%-8731.4pp | 419.21%-409.8pp | 1367.51%-1358.1pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,935-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,111 | $7,304-84.8% | $8,071-86.2% | $4,348-74.5% |
| Admin fee / account holder | $2,863 | $1,749+63.7% | $13,006-78.0% | $1,944+47.3% |