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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 | $6,931 | $91,179-92.4% | $178,499-96.1% | $79,852-91.3% |
| Participation rate | 20.0% | 69.2%-49.2pp | 81.9%-61.9pp | 69.6%-49.6pp |
| Annual return | 2.52% | 24.19%-21.7pp | 151.10%-148.6pp | 31.72%-29.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $450 | $3,236-86.1% | $5,202-91.4% | $3,740-88.0% |
| Admin fee / account holder | $2,566 | $6,749-62.0% | $13,986-81.6% | $5,306-51.6% |