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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 | $13,477 | $90,064-85.0% | $100,415-86.6% | $77,762-82.7% |
| Participation rate | 6.8% | 81.3%-74.5pp | 81.5%-74.8pp | 70.6%-63.8pp |
| Annual return | 7.31% | 20.61%-13.3pp | 49.47%-42.2pp | 31.27%-24.0pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $3,943-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $322 | $8,282-96.1% | $8,091-96.0% | $4,651-93.1% |
| Admin fee / account holder | $927 | $172+438.6% | $7,906-88.3% | $433+114.0% |