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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 | $7,714 | $85,169-90.9% | $172,755-95.5% | $72,983-89.4% |
| Participation rate | 20.8% | 70.1%-49.2pp | 82.6%-61.8pp | 69.5%-48.7pp |
| Annual return | 15.00% | 27.32%-12.3pp | 802.94%-787.9pp | 81.01%-66.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $443 | $3,260-86.4% | $5,198-91.5% | $3,608-87.7% |
| Admin fee / account holder | $548 | $5,880-90.7% | $13,955-96.1% | $5,124-89.3% |