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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 | $9,290 | $81,331-88.6% | $155,534-94.0% | $80,935-88.5% |
| Participation rate | 4.9% | 66.3%-61.4pp | 78.2%-73.3pp | 67.7%-62.8pp |
| Annual return | 6.85% | 33.37%-26.5pp | 64.92%-58.1pp | 35.66%-28.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $83 | $3,454-97.6% | $5,630-98.5% | $4,299-98.1% |
| Admin fee / account holder | $463 | $7,999-94.2% | $15,900-97.1% | $6,924-93.3% |