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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 | $7,697 | $87,132-91.2% | $105,624-92.7% | $80,959-90.5% |
| Participation rate | 66.7% | 70.4%-3.8pp | 75.3%-8.6pp | 67.7%-1.0pp |
| Annual return | 7.48% | 17.03%-9.5pp | 116.20%-108.7pp | 35.67%-28.2pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $477 | $3,985-88.0% | $5,013-90.5% | $4,300-88.9% |
| Admin fee / account holder | $1,262 | $8,449-85.1% | $10,961-88.5% | $6,925-81.8% |