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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 | $6,472 | $78,690-91.8% | $161,489-96.0% | $87,485-92.6% |
| Participation rate | 16.7% | 67.5%-50.8pp | 78.7%-62.0pp | 68.9%-52.3pp |
| Annual return | 12.11% | 32.74%-20.6pp | 89.72%-77.6pp | 26.06%-14.0pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $303 | $3,311-90.8% | $5,630-94.6% | $4,274-92.9% |
| Admin fee / account holder | $1,793 | $6,724-73.3% | $16,006-88.8% | $7,775-76.9% |