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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 | $32,851 | $100,041-67.2% | $149,718-78.1% | $70,131-53.2% |
| Participation rate | 34.8% | 83.6%-48.8pp | 87.1%-52.3pp | 69.5%-34.8pp |
| Annual return | 11.83% | 27.43%-15.6pp | 1501.67%-1489.8pp | 73.14%-61.3pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $829 | $4,983-83.4% | $6,569-87.4% | $3,332-75.1% |
| Admin fee / account holder | $3,969 | $8,286-52.1% | $11,283-64.8% | $4,645-14.6% |