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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 | $1,797 | $101,798-98.2% | $165,071-98.9% | $80,935-97.8% |
| Participation rate | 14.6% | 71.8%-57.2pp | 78.6%-64.0pp | 67.7%-53.0pp |
| Annual return | 6.43% | 16.73%-10.3pp | 70.17%-63.7pp | 35.66%-29.2pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $898 | $4,476-79.9% | $6,035-85.1% | $4,299-79.1% |
| Admin fee / account holder | $4,415 | $8,221-46.3% | $12,695-65.2% | $6,924-36.2% |