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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 | $4,215 | $81,276-94.8% | $155,574-97.3% | $80,925-94.8% |
| Participation rate | 10.9% | 66.2%-55.3pp | 78.2%-67.3pp | 67.7%-56.7pp |
| Annual return | 6.55% | 33.36%-26.8pp | 64.87%-58.3pp | 35.65%-29.1pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $530 | $3,453-84.6% | $5,629-90.6% | $4,299-87.7% |
| Admin fee / account holder | $10,659 | $7,993+33.3% | $15,914-33.0% | $6,940+53.6% |