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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 | $15,384 | $78,607-80.4% | $105,624-85.4% | $74,478-79.3% |
| Participation rate | 5.9% | 72.8%-66.9pp | 75.3%-69.3pp | 67.2%-61.3pp |
| Annual return | 9.39% | 15.96%-6.6pp | 116.20%-106.8pp | 1370.56%-1361.2pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,168-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $320 | $4,325-92.6% | $5,013-93.6% | $4,350-92.7% |
| Admin fee / account holder | $1,526 | $2,220-31.3% | $10,961-86.1% | $1,946-21.6% |