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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 | $5,687 | $57,305-90.1% | $86,640-93.4% | $75,173-92.4% |
| Participation rate | 10.4% | 63.2%-52.8pp | 71.7%-61.3pp | 67.2%-56.8pp |
| Annual return | 11.42% | 2674.24%-2662.8pp | 592.52%-581.1pp | 160.72%-149.3pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $737 | $3,320-77.8% | $4,438-83.4% | $4,126-82.1% |
| Admin fee / account holder | $2,427 | $4,116-41.0% | $5,616-56.8% | $5,651-57.1% |