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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 | $23,884 | $106,264-77.5% | $147,117-83.8% | $77,762-69.3% |
| Participation rate | 17.6% | 78.4%-60.8pp | 82.2%-64.6pp | 70.6%-53.0pp |
| Annual return | 13.08% | 56.94%-43.9pp | 420.54%-407.5pp | 31.27%-18.2pp |
| Employer contribution / active EE | $0 | $4,074-100.0% | $4,932-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $978 | $8,003-87.8% | $8,065-87.9% | $4,651-79.0% |
| Admin fee / account holder | $1,233 | $334+268.6% | $12,993-90.5% | $433+184.7% |