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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 | $10,383 | $47,848-78.3% | $81,473-87.3% | $70,124-85.2% |
| Participation rate | 8.8% | 58.3%-49.5pp | 68.0%-59.2pp | 69.5%-60.8pp |
| Annual return | 0.59% | 27.25%-26.7pp | 38.78%-38.2pp | 73.14%-72.6pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $156 | $2,453-93.6% | $3,537-95.6% | $3,332-95.3% |
| Admin fee / account holder | $2,164 | $3,145-31.2% | $4,561-52.6% | $4,645-53.4% |