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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 | $8,754 | $51,642-83.0% | $129,384-93.2% | $80,935-89.2% |
| Participation rate | 18.8% | 56.9%-38.2pp | 69.6%-50.9pp | 67.7%-48.9pp |
| Annual return | 7.69% | 20.78%-13.1pp | 9461.77%-9454.1pp | 35.66%-28.0pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $391 | $2,670-85.4% | $4,166-90.6% | $4,299-90.9% |
| Admin fee / account holder | $5,482 | $4,312+27.2% | $7,686-28.7% | $6,924-20.8% |