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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 | $14,755 | $132,634-88.9% | $115,768-87.3% | $137,256-89.3% |
| Participation rate | 14.3% | 77.9%-63.6pp | 74.4%-60.1pp | 80.0%-65.7pp |
| Annual return | 4.68% | 160.70%-156.0pp | 100.46%-95.8pp | 220.34%-215.7pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $308 | $5,619-94.5% | $4,917-93.7% | $6,407-95.2% |
| Admin fee / account holder | $29,291 | $15,028+94.9% | $12,439+135.5% | $12,270+138.7% |