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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 | $7,542 | $60,139-87.5% | $90,461-91.7% | $79,856-90.6% |
| Participation rate | 39.5% | 65.0%-25.5pp | 72.7%-33.2pp | 69.6%-30.1pp |
| Annual return | 3.91% | 71.96%-68.1pp | 1294.76%-1290.9pp | 31.71%-27.8pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $116 | $2,939-96.0% | $3,964-97.1% | $3,741-96.9% |
| Admin fee / account holder | $1,742 | $3,978-56.2% | $5,617-69.0% | $5,306-67.2% |