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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 | $4,698 | $91,037-94.8% | $71,671-93.4% | $147,586-96.8% |
| Participation rate | 15.4% | 76.1%-60.7pp | 68.7%-53.4pp | 82.8%-67.4pp |
| Annual return | 8.63% | 20.48%-11.8pp | 20.65%-12.0pp | 578.59%-570.0pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $530 | $4,498-88.2% | $3,438-84.6% | $5,439-90.3% |
| Admin fee / account holder | $7,814 | $8,613-9.3% | $5,558+40.6% | $10,886-28.2% |