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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 | $9,692 | $172,111-94.4% | $150,298-93.6% | $137,256-92.9% |
| Participation rate | 25.0% | 81.7%-56.7pp | 77.8%-52.8pp | 80.0%-55.0pp |
| Annual return | 2.29% | 69.37%-67.1pp | 62.79%-60.5pp | 220.34%-218.0pp |
| Employer contribution / active EE | $1,984 | $4,636-57.2% | $4,154-52.2% | $4,156-52.3% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $521,002 | $16,471+3063.2% | $14,116+3590.9% | $12,270+4146.1% |