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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 | $6,630 | $58,888-88.7% | $178,498-96.3% | $73,493-91.0% |
| Participation rate | 8.6% | 66.2%-57.6pp | 81.9%-73.3pp | 70.7%-62.1pp |
| Annual return | 5.24% | 24.86%-19.6pp | 151.09%-145.9pp | 28.51%-23.3pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $206 | $2,568-92.0% | $5,202-96.0% | $3,740-94.5% |
| Admin fee / account holder | $463 | $400+15.6% | $13,985-96.7% | $513-9.8% |