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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 | $16,208 | $102,429-84.2% | $147,096-89.0% | $80,925-80.0% |
| Participation rate | 8.9% | 75.9%-66.9pp | 82.2%-73.3pp | 67.7%-58.7pp |
| Annual return | 7.80% | 135.02%-127.2pp | 419.75%-412.0pp | 35.65%-27.9pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $424 | $6,649-93.6% | $8,071-94.8% | $4,299-90.1% |
| Admin fee / account holder | $7,820 | $7,957-1.7% | $13,005-39.9% | $6,940+12.7% |