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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 | $12,301 | $77,638-84.2% | $156,551-92.1% | $62,881-80.4% |
| Participation rate | 16.7% | 71.2%-54.5pp | 84.0%-67.3pp | 69.3%-52.6pp |
| Annual return | 3.93% | 50.33%-46.4pp | 32.23%-28.3pp | 20.14%-16.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $511 | $3,046-83.2% | $4,871-89.5% | $3,203-84.0% |
| Admin fee / account holder | $6,359 | $5,561+14.3% | $13,028-51.2% | $4,296+48.0% |