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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 | $11,810 | $78,705-85.0% | $117,860-90.0% | $70,124-83.2% |
| Participation rate | 21.9% | 73.2%-51.3pp | 79.7%-57.8pp | 69.5%-47.7pp |
| Annual return | 12.35% | 23.30%-10.9pp | 335.10%-322.7pp | 73.14%-60.8pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $508 | $3,297-84.6% | $4,482-88.7% | $3,332-84.8% |
| Admin fee / account holder | $866 | $5,065-82.9% | $8,021-89.2% | $4,645-81.3% |