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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 | $6,394 | $73,787-91.3% | $98,716-93.5% | $82,448-92.2% |
| Participation rate | 29.0% | 61.4%-32.4pp | 69.3%-40.3pp | 68.1%-39.0pp |
| Annual return | 9.11% | 18.57%-9.5pp | 31.81%-22.7pp | 41.64%-32.5pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $656 | $3,081-78.7% | $4,048-83.8% | $4,139-84.1% |
| Admin fee / account holder | $3,548 | $6,500-45.4% | $8,703-59.2% | $7,234-51.0% |