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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 | $5,286 | $98,776-94.6% | $149,745-96.5% | $79,856-93.4% |
| Participation rate | 19.2% | 75.8%-56.6pp | 82.5%-63.3pp | 69.6%-50.4pp |
| Annual return | 8.17% | 27.38%-19.2pp | 276.72%-268.6pp | 31.71%-23.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $272 | $5,681-95.2% | $6,843-96.0% | $3,741-92.7% |
| Admin fee / account holder | $7,601 | $6,053+25.6% | $9,312-18.4% | $5,306+43.2% |