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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 | $7,878 | $85,766-90.8% | $136,297-94.2% | $70,124-88.8% |
| Participation rate | 10.3% | 74.2%-63.8pp | 81.9%-71.6pp | 69.5%-59.2pp |
| Annual return | 8.58% | 31.45%-22.9pp | 5156.19%-5147.6pp | 73.14%-64.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,443 | $5,051-71.4% | $6,247-76.9% | $3,332-56.7% |
| Admin fee / account holder | $7,597 | $5,420+40.2% | $9,244-17.8% | $4,645+63.5% |