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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 | $5,797 | $48,337-88.0% | $67,560-91.4% | $80,959-92.8% |
| Participation rate | 16.3% | 66.4%-50.2pp | 72.9%-56.7pp | 67.7%-51.4pp |
| Annual return | 6.85% | 18.26%-11.4pp | 3533.50%-3526.6pp | 35.67%-28.8pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $587 | $2,928-80.0% | $4,004-85.4% | $4,300-86.4% |
| Admin fee / account holder | $6,957 | $3,695+88.2% | $3,994+74.2% | $6,925+0.5% |