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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 | $8,858 | $109,411-91.9% | $89,435-90.1% | $158,982-94.4% |
| Participation rate | 18.8% | 74.3%-55.5pp | 68.0%-49.2pp | 82.0%-63.2pp |
| Annual return | 0.00% | 345.68%-345.7pp | 245.55%-245.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $3,866 | $3,173+21.9% | $2,587+49.4% | $4,763-18.8% |
| Participant deferral / active EE | $0 | $4,600-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,318 | $6,159-78.6% | $4,884-73.0% | $11,252-88.3% |