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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 | $8,226 | $54,729-85.0% | $86,235-90.5% | $71,529-88.5% |
| Participation rate | 6.6% | 60.1%-53.5pp | 69.0%-62.4pp | 67.9%-61.4pp |
| Annual return | 1.51% | 20.07%-18.6pp | 1170.03%-1168.5pp | 28.97%-27.5pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,381-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $249 | $3,110-92.0% | $3,987-93.8% | $4,291-94.2% |
| Admin fee / account holder | $6,254 | $1,921+225.5% | $6,856-8.8% | $1,588+293.7% |