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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 | $2,790 | $65,575-95.7% | $86,209-96.8% | $75,181-96.3% |
| Participation rate | 37.2% | 60.5%-23.3pp | 69.0%-31.8pp | 67.2%-30.0pp |
| Annual return | 7.49% | 46.07%-38.6pp | 1169.05%-1161.6pp | 160.69%-153.2pp |
| Employer contribution / active EE | $839 | $1,553-46.0% | $2,381-64.8% | $2,671-68.6% |
| Participant deferral / active EE | $292 | $3,023-90.4% | $3,986-92.7% | $4,126-92.9% |
| Admin fee / account holder | $17,132 | $5,470+213.2% | $6,853+150.0% | $5,650+203.2% |