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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 | $7,620 | $91,198-91.6% | $178,503-95.7% | $79,856-90.5% |
| Participation rate | 46.8% | 69.2%-22.4pp | 81.9%-35.2pp | 69.6%-22.9pp |
| Annual return | 1.82% | 24.20%-22.4pp | 151.12%-149.3pp | 31.71%-29.9pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $416 | $3,237-87.1% | $5,202-92.0% | $3,741-88.9% |
| Admin fee / account holder | $1,909 | $6,748-71.7% | $13,987-86.4% | $5,306-64.0% |