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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 | $7,412 | $39,132-81.1% | $57,196-87.0% | $62,881-88.2% |
| Participation rate | 14.6% | 70.5%-55.8pp | 75.3%-60.7pp | 69.3%-54.7pp |
| Annual return | 0.07% | 9.24%-9.2pp | 14.59%-14.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $258 | $2,374-89.1% | $3,096-91.7% | $3,203-91.9% |
| Admin fee / account holder | $2,215 | $2,594-14.6% | $3,141-29.5% | $4,296-48.4% |