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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 | $30,420 | $101,795-70.1% | $165,100-81.6% | $80,959-62.4% |
| Participation rate | 10.5% | 71.8%-61.3pp | 78.6%-68.1pp | 67.7%-57.1pp |
| Annual return | 7.56% | 16.73%-9.2pp | 70.21%-62.6pp | 35.67%-28.1pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $57 | $4,476-98.7% | $6,035-99.0% | $4,300-98.7% |
| Admin fee / account holder | $1,560 | $8,221-81.0% | $12,696-87.7% | $6,925-77.5% |