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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 | $14,581 | $58,726-75.2% | $142,898-89.8% | $85,847-83.0% |
| Participation rate | 29.4% | 58.5%-29.1pp | 72.0%-42.5pp | 69.3%-39.9pp |
| Annual return | 11.84% | 27.73%-15.9pp | 5639.64%-5627.8pp | 318.61%-306.8pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $907 | $2,609-65.2% | $3,838-76.4% | $3,952-77.1% |
| Admin fee / account holder | $10,279 | $4,234+142.8% | $6,560+56.7% | $6,261+64.2% |