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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 | $12,268 | $54,717-77.6% | $86,216-85.8% | $71,511-82.8% |
| Participation rate | 11.8% | 60.1%-48.3pp | 69.0%-57.1pp | 67.9%-56.1pp |
| Annual return | 6.39% | 20.07%-13.7pp | 1169.42%-1163.0pp | 28.86%-22.5pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,382-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $528 | $3,110-83.0% | $3,986-86.8% | $4,291-87.7% |
| Admin fee / account holder | $12,298 | $1,922+539.8% | $6,853+79.4% | $1,588+674.2% |