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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 | $4,819 | $91,198-94.7% | $178,503-97.3% | $79,856-94.0% |
| Participation rate | 19.2% | 69.2%-50.0pp | 81.9%-62.7pp | 69.6%-50.4pp |
| Annual return | 9.34% | 24.20%-14.9pp | 151.12%-141.8pp | 31.71%-22.4pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $173 | $3,237-94.6% | $5,202-96.7% | $3,741-95.4% |
| Admin fee / account holder | $967 | $6,748-85.7% | $13,987-93.1% | $5,306-81.8% |