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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 | $6,556 | $99,921-93.4% | $85,009-92.3% | $145,959-95.5% |
| Participation rate | 22.7% | 74.1%-51.4pp | 67.5%-44.8pp | 80.3%-57.6pp |
| Annual return | 7.05% | 83.89%-76.8pp | 66.47%-59.4pp | 561.95%-554.9pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,728-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $301 | $5,293-94.3% | $4,522-93.3% | $6,689-95.5% |
| Admin fee / account holder | $1,577 | $7,252-78.3% | $6,153-74.4% | $13,398-88.2% |