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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 | $34,329 | $106,110-67.6% | $147,005-76.6% | $77,671-55.8% |
| Participation rate | 4.3% | 78.4%-74.1pp | 82.2%-77.8pp | 70.6%-66.3pp |
| Annual return | 10.25% | 56.77%-46.5pp | 418.76%-408.5pp | 31.21%-21.0pp |
| Employer contribution / active EE | $0 | $4,065-100.0% | $4,934-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $356 | $7,992-95.6% | $8,070-95.6% | $4,648-92.4% |
| Admin fee / account holder | $7,097 | $338+2001.3% | $13,006-45.4% | $430+1548.9% |