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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 | $77,814-90.4% | $158,223-95.3% | $86,983-91.4% |
| Participation rate | 9.8% | 68.4%-58.6pp | 79.2%-69.4pp | 69.5%-59.7pp |
| Annual return | 9.92% | 30.54%-20.6pp | 52.09%-42.2pp | 25.83%-15.9pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $175 | $3,270-94.6% | $5,467-96.8% | $4,194-95.8% |
| Admin fee / account holder | $2,655 | $5,879-54.8% | $16,047-83.5% | $7,856-66.2% |