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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 | $7,329 | $70,115-89.5% | $70,548-89.6% | $80,149-90.9% |
| Participation rate | 2.7% | 71.7%-68.9pp | 68.3%-65.6pp | 72.9%-70.2pp |
| Annual return | 9.88% | 134.51%-124.6pp | 32.78%-22.9pp | 40.39%-30.5pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $2,975-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $77 | $4,495-98.3% | $4,567-98.3% | $5,015-98.5% |
| Admin fee / account holder | $665 | $112+492.3% | $6,424-89.7% | $145+358.6% |