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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 | $8,635 | $108,922-92.1% | $100,398-91.4% | $145,978-94.1% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 1.42% | 58.04%-56.6pp | 49.32%-47.9pp | 550.52%-549.1pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,125 | $8,450-86.7% | $8,084-86.1% | $6,690-83.2% |
| Admin fee / account holder | $478 | $9,680-95.1% | $7,893-93.9% | $13,400-96.4% |