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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 | $7,341 | $60,442-87.9% | $96,754-92.4% | $87,485-91.6% |
| Participation rate | 12.5% | 58.7%-46.2pp | 70.3%-57.8pp | 68.9%-56.4pp |
| Annual return | 8.07% | 21.97%-13.9pp | 82.04%-74.0pp | 26.06%-18.0pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $287 | $3,280-91.2% | $4,758-94.0% | $4,274-93.3% |
| Admin fee / account holder | $3,887 | $5,069-23.3% | $8,905-56.4% | $7,775-50.0% |