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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 | $12,048 | $105,284-88.6% | $150,734-92.0% | $94,015-87.2% |
| Participation rate | 3.8% | 71.7%-67.9pp | 78.4%-74.6pp | 70.8%-67.0pp |
| Annual return | 5.26% | 15.67%-10.4pp | 600.81%-595.5pp | 17.84%-12.6pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $330 | $4,274-92.3% | $5,610-94.1% | $4,249-92.2% |
| Admin fee / account holder | $15,479 | $9,839+57.3% | $14,905+3.8% | $8,951+72.9% |