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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 | $6,280 | $76,551-91.8% | $123,894-94.9% | $62,881-90.0% |
| Participation rate | 22.2% | 73.0%-50.8pp | 81.4%-59.2pp | 69.3%-47.1pp |
| Annual return | 1.96% | 18.68%-16.7pp | 47.52%-45.6pp | 20.14%-18.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $696 | $4,840-85.6% | $5,984-88.4% | $3,203-78.3% |
| Admin fee / account holder | $777 | $4,826-83.9% | $8,357-90.7% | $4,296-81.9% |