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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 | $7,918 | $85,766-90.8% | $136,298-94.2% | $70,126-88.7% |
| Participation rate | 21.2% | 74.2%-53.0pp | 81.9%-60.8pp | 69.5%-48.4pp |
| Annual return | 7.34% | 31.46%-24.1pp | 5156.27%-5148.9pp | 73.15%-65.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $694 | $5,051-86.3% | $6,247-88.9% | $3,332-79.2% |
| Admin fee / account holder | $458 | $5,421-91.6% | $9,244-95.0% | $4,645-90.1% |