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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 | $3,015 | $63,346-95.2% | $92,240-96.7% | $70,126-95.7% |
| Participation rate | 17.8% | 68.7%-50.9pp | 76.5%-58.7pp | 69.5%-51.8pp |
| Annual return | 9.33% | 530.19%-520.9pp | 176.29%-167.0pp | 73.15%-63.8pp |
| Employer contribution / active EE | $2,064 | $2,471-16.5% | $3,680-43.9% | $2,343-11.9% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,434 | $3,841-10.6% | $5,194-33.9% | $4,645-26.1% |