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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 | $8,073 | $55,437-85.4% | $155,534-94.8% | $74,459-89.2% |
| Participation rate | 10.9% | 61.9%-51.0pp | 78.2%-67.4pp | 67.2%-56.4pp |
| Annual return | 8.20% | 269.58%-261.4pp | 64.92%-56.7pp | 1369.70%-1361.5pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $242 | $2,837-91.5% | $5,630-95.7% | $4,350-94.4% |
| Admin fee / account holder | $577 | $1,742-66.9% | $15,900-96.4% | $1,945-70.3% |