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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 | $21,803 | $78,607-72.3% | $105,624-79.4% | $74,478-70.7% |
| Participation rate | 35.6% | 72.8%-37.2pp | 75.3%-39.7pp | 67.2%-31.7pp |
| Annual return | 4.04% | 15.96%-11.9pp | 116.20%-112.2pp | 1370.56%-1366.5pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,168-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,439 | $4,325-66.7% | $5,013-71.3% | $4,350-66.9% |
| Admin fee / account holder | $1,514 | $2,220-31.8% | $10,961-86.2% | $1,946-22.2% |