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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 | $17,739 | $64,705-72.6% | $62,929-71.8% | $67,986-73.9% |
| Participation rate | 19.6% | 65.6%-46.0pp | 73.1%-53.5pp | 57.2%-37.6pp |
| Annual return | 11.04% | 20.31%-9.3pp | 1063.93%-1052.9pp | 31.67%-20.6pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $470 | $3,198-85.3% | $3,888-87.9% | $3,358-86.0% |
| Admin fee / account holder | $6,443 | $1,428+351.2% | $5,065+27.2% | $3,203+101.1% |