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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 | $8,030 | $63,365-87.3% | $91,994-91.3% | $72,976-89.0% |
| Participation rate | 51.0% | 72.5%-21.5pp | 78.6%-27.6pp | 69.5%-18.5pp |
| Annual return | 9.31% | 35.35%-26.0pp | 69.04%-59.7pp | 81.02%-71.7pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $820 | $4,883-83.2% | $5,924-86.2% | $3,608-77.3% |
| Admin fee / account holder | $697 | $4,670-85.1% | $7,744-91.0% | $5,124-86.4% |