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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 | $24,743 | $102,385-75.8% | $147,080-83.2% | $80,935-69.4% |
| Participation rate | 26.2% | 75.9%-49.7pp | 82.2%-56.0pp | 67.7%-41.5pp |
| Annual return | 9.12% | 135.09%-126.0pp | 420.17%-411.0pp | 35.66%-26.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $715 | $6,651-89.2% | $8,066-91.1% | $4,299-83.4% |
| Admin fee / account holder | $4,390 | $7,951-44.8% | $12,989-66.2% | $6,924-36.6% |