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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 | $8,966 | $102,429-91.2% | $147,096-93.9% | $80,925-88.9% |
| Participation rate | 30.8% | 75.9%-45.1pp | 82.2%-51.4pp | 67.7%-36.9pp |
| Annual return | 11.61% | 135.02%-123.4pp | 419.75%-408.1pp | 35.65%-24.0pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $716 | $6,649-89.2% | $8,071-91.1% | $4,299-83.3% |
| Admin fee / account holder | $2,208 | $7,957-72.2% | $13,005-83.0% | $6,940-68.2% |