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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 | $9,868 | $48,364-79.6% | $71,796-86.3% | $62,881-84.3% |
| Participation rate | 33.3% | 60.6%-27.3pp | 69.1%-35.8pp | 69.3%-36.0pp |
| Annual return | 2.28% | 13.16%-10.9pp | 78.04%-75.8pp | 20.14%-17.9pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $595 | $2,091-71.5% | $2,794-78.7% | $3,203-81.4% |
| Admin fee / account holder | $6,690 | $3,771+77.4% | $4,815+38.9% | $4,296+55.7% |