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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 | $12,396 | $85,171-85.4% | $172,753-92.8% | $72,976-83.0% |
| Participation rate | 15.6% | 70.1%-54.5pp | 82.6%-67.1pp | 69.5%-53.9pp |
| Annual return | 6.65% | 27.32%-20.7pp | 803.00%-796.4pp | 81.02%-74.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $261 | $3,260-92.0% | $5,198-95.0% | $3,608-92.8% |
| Admin fee / account holder | $957 | $5,880-83.7% | $13,956-93.1% | $5,124-81.3% |