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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 | $21,286 | $102,429-79.2% | $147,096-85.5% | $80,925-73.7% |
| Participation rate | 34.6% | 75.9%-41.2pp | 82.2%-47.6pp | 67.7%-33.0pp |
| Annual return | 10.64% | 135.02%-124.4pp | 419.75%-409.1pp | 35.65%-25.0pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,083 | $6,649-83.7% | $8,071-86.6% | $4,299-74.8% |
| Admin fee / account holder | $900 | $7,957-88.7% | $13,005-93.1% | $6,940-87.0% |