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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 | $6,516 | $84,233-92.3% | $170,436-96.2% | $70,131-90.7% |
| Participation rate | 35.6% | 70.8%-35.2pp | 83.6%-48.0pp | 69.5%-33.9pp |
| Annual return | 10.51% | 23.06%-12.5pp | 205.94%-195.4pp | 73.14%-62.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $212 | $3,086-93.1% | $4,939-95.7% | $3,332-93.6% |
| Admin fee / account holder | $457 | $5,698-92.0% | $13,880-96.7% | $4,645-90.2% |