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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 | $23,406 | $101,539-76.9% | $147,041-84.1% | $74,400-68.5% |
| Participation rate | 40.7% | 75.5%-34.8pp | 82.2%-41.4pp | 67.2%-26.5pp |
| Annual return | 9.29% | 8740.84%-8731.6pp | 419.21%-409.9pp | 1367.51%-1358.2pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,935-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,343 | $7,304-67.9% | $8,071-71.0% | $4,348-46.1% |
| Admin fee / account holder | $417 | $1,749-76.1% | $13,006-96.8% | $1,944-78.5% |