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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 | $8,806 | $55,423-84.1% | $155,602-94.3% | $74,400-88.2% |
| Participation rate | 17.5% | 61.9%-44.3pp | 78.2%-60.7pp | 67.2%-49.7pp |
| Annual return | 4.27% | 269.07%-264.8pp | 64.81%-60.5pp | 1367.51%-1363.2pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $613 | $2,835-78.4% | $5,629-89.1% | $4,348-85.9% |
| Admin fee / account holder | $2,556 | $1,744+46.5% | $15,923-83.9% | $1,944+31.5% |