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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 | $7,478 | $78,690-90.5% | $161,489-95.4% | $87,485-91.5% |
| Participation rate | 9.8% | 67.5%-57.6pp | 78.7%-68.9pp | 68.9%-59.1pp |
| Annual return | 9.92% | 32.74%-22.8pp | 89.72%-79.8pp | 26.06%-16.1pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $175 | $3,311-94.7% | $5,630-96.9% | $4,274-95.9% |
| Admin fee / account holder | $2,655 | $6,724-60.5% | $16,006-83.4% | $7,775-65.8% |