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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 | $6,674 | $45,343-85.3% | $150,298-95.6% | $67,986-90.2% |
| Participation rate | 15.4% | 51.9%-36.4pp | 77.8%-62.3pp | 57.2%-41.8pp |
| Annual return | 11.69% | 33.28%-21.6pp | 62.79%-51.1pp | 31.67%-20.0pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $178 | $2,055-91.3% | $5,453-96.7% | $3,358-94.7% |
| Admin fee / account holder | $1,642 | $2,250-27.0% | $14,116-88.4% | $3,203-48.8% |