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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 | $86,050-91.3% | $189,758-96.1% | $94,015-92.0% |
| Participation rate | 9.8% | 68.9%-59.1pp | 79.8%-70.0pp | 70.8%-61.0pp |
| Annual return | 9.92% | 17.77%-7.9pp | 52.62%-42.7pp | 17.84%-7.9pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $175 | $3,349-94.8% | $5,856-97.0% | $4,249-95.9% |
| Admin fee / account holder | $2,655 | $6,627-59.9% | $20,388-87.0% | $8,951-70.3% |