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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 | $13,928 | $53,128-73.8% | $86,582-83.9% | $70,126-80.1% |
| Participation rate | 48.6% | 65.3%-16.7pp | 73.5%-24.9pp | 69.5%-20.9pp |
| Annual return | 9.26% | 27.66%-18.4pp | 965.08%-955.8pp | 73.15%-63.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $334 | $2,695-87.6% | $3,609-90.7% | $3,332-90.0% |
| Admin fee / account holder | $1,866 | $3,584-47.9% | $4,904-61.9% | $4,645-59.8% |