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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 | $22,732 | $102,385-77.8% | $147,080-84.5% | $80,935-71.9% |
| Participation rate | 12.5% | 75.9%-63.4pp | 82.2%-69.7pp | 67.7%-55.2pp |
| Annual return | 3.61% | 135.09%-131.5pp | 420.17%-416.6pp | 35.66%-32.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $957 | $6,651-85.6% | $8,066-88.1% | $4,299-77.7% |
| Admin fee / account holder | $15,023 | $7,951+88.9% | $12,989+15.7% | $6,924+117.0% |