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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 | $10,530 | $63,346-83.4% | $92,240-88.6% | $70,126-85.0% |
| Participation rate | 47.6% | 68.7%-21.1pp | 76.5%-28.9pp | 69.5%-21.9pp |
| Annual return | 11.66% | 530.19%-518.5pp | 176.29%-164.6pp | 73.15%-61.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $339 | $2,854-88.1% | $3,897-91.3% | $3,332-89.8% |
| Admin fee / account holder | $389 | $3,841-89.9% | $5,194-92.5% | $4,645-91.6% |