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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 | $7,566 | $63,140-88.0% | $304,612-97.5% | $116,462-93.5% |
| Participation rate | 17.9% | 70.4%-52.4pp | 81.9%-64.0pp | 74.7%-56.7pp |
| Annual return | 5.46% | 15.04%-9.6pp | 329.91%-324.5pp | 15.65%-10.2pp |
| Employer contribution / active EE | $0 | $2,385-100.0% | $7,476-100.0% | $3,231-100.0% |
| Participant deferral / active EE | $321 | $2,741-88.3% | $5,388-94.0% | $3,836-91.6% |
| Admin fee / account holder | $21,446 | $7,583+182.8% | $12,962+65.5% | $12,754+68.2% |