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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 | $14,763 | $63,114-76.6% | $92,903-84.1% | $65,185-77.4% |
| Participation rate | 8.0% | 68.8%-60.8pp | 76.0%-68.0pp | 70.2%-62.2pp |
| Annual return | 0.36% | 28.75%-28.4pp | 109.43%-109.1pp | 29.38%-29.0pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $604 | $3,108-80.6% | $4,238-85.8% | $3,514-82.8% |
| Admin fee / account holder | $2,838 | $624+355.0% | $5,795-51.0% | $847+234.9% |