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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 | $10,728 | $58,927-81.8% | $76,823-86.0% | $72,983-85.3% |
| Participation rate | 27.0% | 67.3%-40.3pp | 72.1%-45.1pp | 69.5%-42.5pp |
| Annual return | 15.84% | 2305.64%-2289.8pp | 1166.42%-1150.6pp | 81.01%-65.2pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $245 | $2,690-90.9% | $3,336-92.6% | $3,608-93.2% |
| Admin fee / account holder | $3,279 | $4,013-18.3% | $6,422-48.9% | $5,124-36.0% |