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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 | $14,569 | $143,969-89.9% | $199,883-92.7% | $82,637-82.4% |
| Participation rate | 5.6% | 84.1%-78.6pp | 86.8%-81.2pp | 68.1%-62.5pp |
| Annual return | 9.52% | 25.67%-16.2pp | 43.81%-34.3pp | 53.51%-44.0pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $438 | $6,937-93.7% | $9,138-95.2% | $4,126-89.4% |
| Admin fee / account holder | $16,867 | $14,597+15.5% | $17,268-2.3% | $7,339+129.8% |