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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 | $32,928 | $101,672-67.6% | $147,117-77.6% | $74,478-55.8% |
| Participation rate | 35.6% | 75.5%-40.0pp | 82.2%-46.6pp | 67.2%-31.6pp |
| Annual return | 11.07% | 8757.83%-8746.8pp | 420.54%-409.5pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,714 | $7,305-76.5% | $8,065-78.7% | $4,350-60.6% |
| Admin fee / account holder | $8,561 | $1,753+388.3% | $12,993-34.1% | $1,946+340.0% |