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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 | $26,951 | $89,588-69.9% | $136,072-80.2% | $77,736-65.3% |
| Participation rate | 15.8% | 74.3%-58.4pp | 76.4%-60.6pp | 70.6%-54.7pp |
| Annual return | 8.98% | 17.42%-8.4pp | 580.46%-571.5pp | 31.26%-22.3pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $4,216-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $628 | $5,592-88.8% | $7,028-91.1% | $4,651-86.5% |
| Admin fee / account holder | $2,357 | $539+337.4% | $6,718-64.9% | $433+443.9% |