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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 | $7,258 | $81,262-91.1% | $155,602-95.3% | $80,911-91.0% |
| Participation rate | 13.9% | 66.2%-52.3pp | 78.2%-64.3pp | 67.6%-53.8pp |
| Annual return | 5.93% | 33.34%-27.4pp | 64.81%-58.9pp | 35.63%-29.7pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $682 | $3,451-80.3% | $5,629-87.9% | $4,297-84.1% |
| Admin fee / account holder | $11,862 | $7,992+48.4% | $15,923-25.5% | $6,935+71.0% |