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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 | $18,013 | $59,093-69.5% | $97,295-81.5% | $77,762-76.8% |
| Participation rate | 6.3% | 67.8%-61.5pp | 72.7%-66.4pp | 70.6%-64.3pp |
| Annual return | 11.49% | 16.93%-5.4pp | 75.62%-64.1pp | 31.27%-19.8pp |
| Employer contribution / active EE | $0 | $1,727-100.0% | $2,723-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $181 | $3,901-95.4% | $4,264-95.8% | $4,651-96.1% |
| Admin fee / account holder | $1,924 | $346+455.7% | $5,646-65.9% | $433+344.4% |