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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 | $8,816 | $53,128-83.4% | $86,582-89.8% | $70,126-87.4% |
| Participation rate | 36.0% | 65.3%-29.3pp | 73.5%-37.5pp | 69.5%-33.5pp |
| Annual return | 8.99% | 27.66%-18.7pp | 965.08%-956.1pp | 73.15%-64.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $369 | $2,695-86.3% | $3,609-89.8% | $3,332-88.9% |
| Admin fee / account holder | $682 | $3,584-81.0% | $4,904-86.1% | $4,645-85.3% |