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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 | $16,230 | $80,748-79.9% | $102,383-84.1% | $74,429-78.2% |
| Participation rate | 9.9% | 65.7%-55.8pp | 74.5%-64.6pp | 67.2%-57.3pp |
| Annual return | 1.76% | 27.57%-25.8pp | 24.94%-23.2pp | 1368.38%-1366.6pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $3,870-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $620 | $3,861-83.9% | $5,060-87.8% | $4,348-85.7% |
| Admin fee / account holder | $3,625 | $2,371+52.9% | $8,391-56.8% | $1,944+86.4% |