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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 | $34,015 | $100,060-66.0% | $149,721-77.3% | $70,126-51.5% |
| Participation rate | 48.1% | 83.6%-35.4pp | 87.1%-38.9pp | 69.5%-21.4pp |
| Annual return | 12.81% | 27.46%-14.6pp | 1501.67%-1488.9pp | 73.15%-60.3pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $116 | $4,982-97.7% | $6,568-98.2% | $3,332-96.5% |
| Admin fee / account holder | $956 | $8,285-88.5% | $11,282-91.5% | $4,645-79.4% |