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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 | $11,455 | $95,406-88.0% | $185,849-93.8% | $85,847-86.7% |
| Participation rate | 15.0% | 68.8%-53.8pp | 81.7%-66.7pp | 69.3%-54.3pp |
| Annual return | 9.11% | 23.59%-14.5pp | 122.10%-113.0pp | 318.61%-309.5pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $832 | $3,424-75.7% | $5,569-85.1% | $3,952-78.9% |
| Admin fee / account holder | $2,678 | $7,214-62.9% | $16,244-83.5% | $6,261-57.2% |