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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 | $7,533 | $58,828-87.2% | $78,002-90.3% | $62,881-88.0% |
| Participation rate | 13.9% | 71.1%-57.2pp | 75.5%-61.6pp | 69.3%-55.4pp |
| Annual return | 4.43% | 17.16%-12.7pp | 425.99%-421.6pp | 20.14%-15.7pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $278 | $2,686-89.7% | $3,497-92.1% | $3,203-91.3% |
| Admin fee / account holder | $2,848 | $4,393-35.2% | $5,481-48.0% | $4,296-33.7% |