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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 | $3,208 | $78,690-95.9% | $161,489-98.0% | $87,485-96.3% |
| Participation rate | 11.5% | 67.5%-55.9pp | 78.7%-67.2pp | 68.9%-57.4pp |
| Annual return | 6.32% | 32.74%-26.4pp | 89.72%-83.4pp | 26.06%-19.7pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $161 | $3,311-95.1% | $5,630-97.1% | $4,274-96.2% |
| Admin fee / account holder | $7,633 | $6,724+13.5% | $16,006-52.3% | $7,775-1.8% |