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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 | $11,196 | $124,175-91.0% | $108,405-89.7% | $167,536-93.3% |
| Participation rate | 21.1% | 82.3%-61.2pp | 80.1%-59.1pp | 82.1%-61.1pp |
| Annual return | 8.94% | 1380.13%-1371.2pp | 905.55%-896.6pp | 478.82%-469.9pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,463 | $6,908-78.8% | $6,563-77.7% | $6,342-76.9% |
| Admin fee / account holder | $967 | $9,457-89.8% | $7,297-86.7% | $12,315-92.1% |