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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 | $6,891 | $99,875-93.1% | $146,866-95.3% | $86,983-92.1% |
| Participation rate | 29.6% | 75.8%-46.2pp | 82.5%-52.9pp | 69.5%-39.9pp |
| Annual return | 2.06% | 28.10%-26.0pp | 102.85%-100.8pp | 25.83%-23.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $48 | $6,322-99.2% | $7,759-99.4% | $4,194-98.9% |
| Admin fee / account holder | $9,020 | $7,838+15.1% | $13,620-33.8% | $7,856+14.8% |