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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 | $7,996 | $87,132-90.8% | $105,624-92.4% | $80,959-90.1% |
| Participation rate | 42.9% | 70.4%-27.6pp | 75.3%-32.4pp | 67.7%-24.8pp |
| Annual return | 9.14% | 17.03%-7.9pp | 116.20%-107.1pp | 35.67%-26.5pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,078 | $3,985-73.0% | $5,013-78.5% | $4,300-74.9% |
| Admin fee / account holder | $5,714 | $8,449-32.4% | $10,961-47.9% | $6,925-17.5% |