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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 | $106,247-67.7% | $147,096-76.7% | $77,714-55.8% |
| Participation rate | 4.3% | 78.4%-74.1pp | 82.2%-77.9pp | 70.6%-66.3pp |
| Annual return | 10.25% | 56.87%-46.6pp | 419.75%-409.5pp | 31.26%-21.0pp |
| Employer contribution / active EE | $0 | $4,069-100.0% | $4,936-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $356 | $7,996-95.6% | $8,071-95.6% | $4,649-92.4% |
| Admin fee / account holder | $7,097 | $338+1997.9% | $13,005-45.4% | $433+1537.9% |