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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 | $12,557 | $50,820-75.3% | $155,567-91.9% | $77,671-83.8% |
| Participation rate | 4.2% | 63.1%-58.9pp | 78.2%-74.0pp | 70.6%-66.4pp |
| Annual return | 9.30% | 34.85%-25.5pp | 64.74%-55.4pp | 31.21%-21.9pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,674-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $93 | $2,823-96.7% | $5,628-98.4% | $4,648-98.0% |
| Admin fee / account holder | $1,211 | $436+177.7% | $15,916-92.4% | $430+181.3% |