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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 | $12,015 | $85,766-86.0% | $136,297-91.2% | $70,131-82.9% |
| Participation rate | 13.1% | 74.2%-61.0pp | 81.9%-68.8pp | 69.5%-56.4pp |
| Annual return | 12.16% | 31.45%-19.3pp | 5156.16%-5144.0pp | 73.14%-61.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $328 | $5,051-93.5% | $6,247-94.8% | $3,332-90.2% |
| Admin fee / account holder | $5,568 | $5,420+2.7% | $9,244-39.8% | $4,645+19.8% |