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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 | $6,180 | $77,638-92.0% | $156,551-96.1% | $62,881-90.2% |
| Participation rate | 26.5% | 71.2%-44.7pp | 84.0%-57.5pp | 69.3%-42.8pp |
| Annual return | 3.84% | 50.33%-46.5pp | 32.23%-28.4pp | 20.14%-16.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $373 | $3,046-87.7% | $4,871-92.3% | $3,203-88.3% |
| Admin fee / account holder | $1,322 | $5,561-76.2% | $13,028-89.9% | $4,296-69.2% |