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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 | $5,967 | $93,345-93.6% | $119,126-95.0% | $87,485-93.2% |
| Participation rate | 30.0% | 68.7%-38.7pp | 75.8%-45.8pp | 68.9%-38.9pp |
| Annual return | 8.29% | 19.08%-10.8pp | 282.11%-273.8pp | 26.06%-17.8pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $655 | $4,099-84.0% | $5,318-87.7% | $4,274-84.7% |
| Admin fee / account holder | $4,984 | $8,039-38.0% | $10,693-53.4% | $7,775-35.9% |