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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 | $145,431-90.0% | $211,142-93.1% | $87,485-83.3% |
| Participation rate | 5.6% | 84.7%-79.2pp | 87.3%-81.7pp | 68.9%-63.4pp |
| Annual return | 9.52% | 27.21%-17.7pp | 46.84%-37.3pp | 26.06%-16.5pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $438 | $6,859-93.6% | $9,284-95.3% | $4,274-89.7% |
| Admin fee / account holder | $16,867 | $17,052-1.1% | $19,076-11.6% | $7,775+116.9% |