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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 | $11,420 | $98,776-88.4% | $149,745-92.4% | $79,856-85.7% |
| Participation rate | 18.1% | 75.8%-57.7pp | 82.5%-64.4pp | 69.6%-51.6pp |
| Annual return | 7.83% | 27.38%-19.5pp | 276.72%-268.9pp | 31.71%-23.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $332 | $5,681-94.2% | $6,843-95.1% | $3,741-91.1% |
| Admin fee / account holder | $1,276 | $6,053-78.9% | $9,312-86.3% | $5,306-76.0% |