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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 | $18,869 | $80,763-76.6% | $102,412-81.6% | $74,459-74.7% |
| Participation rate | 16.8% | 65.7%-48.9pp | 74.5%-57.7pp | 67.2%-50.4pp |
| Annual return | 6.79% | 27.57%-20.8pp | 24.94%-18.2pp | 1369.70%-1362.9pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,870-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $962 | $3,862-75.1% | $5,060-81.0% | $4,350-77.9% |
| Admin fee / account holder | $852 | $2,371-64.1% | $8,388-89.8% | $1,945-56.2% |