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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 | $13,538 | $122,063-88.9% | $184,256-92.7% | $74,478-81.8% |
| Participation rate | 18.6% | 85.5%-66.9pp | 86.8%-68.2pp | 67.2%-48.6pp |
| Annual return | 8.84% | 19.92%-11.1pp | 28.85%-20.0pp | 1370.56%-1361.7pp |
| Employer contribution / active EE | $0 | $4,539-100.0% | $6,427-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $993 | $7,144-86.1% | $9,133-89.1% | $4,350-77.2% |
| Admin fee / account holder | $706 | $1,253-43.7% | $13,899-94.9% | $1,946-63.7% |