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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 | $13,017 | $95,406-86.4% | $185,849-93.0% | $85,847-84.8% |
| Participation rate | 12.4% | 68.8%-56.4pp | 81.7%-69.3pp | 69.3%-57.0pp |
| Annual return | 10.07% | 23.59%-13.5pp | 122.10%-112.0pp | 318.61%-308.5pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $221 | $3,424-93.6% | $5,569-96.0% | $3,952-94.4% |
| Admin fee / account holder | $675 | $7,214-90.6% | $16,244-95.8% | $6,261-89.2% |