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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 | $34,960 | $137,414-74.6% | $189,520-81.6% | $85,856-59.3% |
| Participation rate | 46.4% | 84.6%-38.2pp | 87.8%-41.4pp | 69.3%-22.9pp |
| Annual return | 7.82% | 38.14%-30.3pp | 555.25%-547.4pp | 318.58%-310.8pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,161-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,907 | $6,260-69.5% | $8,220-76.8% | $3,952-51.8% |
| Admin fee / account holder | $3,141 | $8,630-63.6% | $12,046-73.9% | $6,261-49.8% |