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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 | $19,057 | $171,867-88.9% | $149,721-87.3% | $147,586-87.1% |
| Participation rate | 11.1% | 88.2%-77.1pp | 87.1%-76.0pp | 82.8%-71.7pp |
| Annual return | -1.62% | 2113.36%-2115.0pp | 1501.67%-1503.3pp | 578.59%-580.2pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $489 | $7,270-93.3% | $6,568-92.6% | $5,439-91.0% |
| Admin fee / account holder | $59,514 | $13,799+331.3% | $11,282+427.5% | $10,886+446.7% |