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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 | $5,811 | $76,407-92.4% | $150,298-96.1% | $82,448-93.0% |
| Participation rate | 5.1% | 66.4%-61.3pp | 77.8%-72.6pp | 68.1%-62.9pp |
| Annual return | 7.27% | 39.99%-32.7pp | 62.79%-55.5pp | 41.64%-34.4pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $86 | $3,214-97.3% | $5,453-98.4% | $4,139-97.9% |
| Admin fee / account holder | $10,242 | $6,352+61.2% | $14,116-27.4% | $7,234+41.6% |