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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 | $9,822 | $101,778-90.3% | $164,975-94.0% | $80,925-87.9% |
| Participation rate | 7.1% | 71.8%-64.7pp | 78.6%-71.5pp | 67.7%-60.5pp |
| Annual return | 2.53% | 16.73%-14.2pp | 70.12%-67.6pp | 35.65%-33.1pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $244 | $4,477-94.6% | $6,033-96.0% | $4,299-94.3% |
| Admin fee / account holder | $2,828 | $8,221-65.6% | $12,688-77.7% | $6,940-59.2% |