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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 | $10,356 | $60,139-82.8% | $90,461-88.6% | $79,856-87.0% |
| Participation rate | 10.4% | 65.0%-54.5pp | 72.7%-62.2pp | 69.6%-59.2pp |
| Annual return | 6.15% | 71.96%-65.8pp | 1294.76%-1288.6pp | 31.71%-25.6pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $40 | $2,939-98.6% | $3,964-99.0% | $3,741-98.9% |
| Admin fee / account holder | $1,418 | $3,978-64.4% | $5,617-74.8% | $5,306-73.3% |