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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 | $8,479 | $63,773-86.7% | $81,286-89.6% | $80,925-89.5% |
| Participation rate | 21.9% | 63.9%-42.0pp | 69.5%-47.6pp | 67.7%-45.8pp |
| Annual return | 6.99% | 16.37%-9.4pp | 24.80%-17.8pp | 35.65%-28.7pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $336 | $3,093-89.1% | $3,883-91.3% | $4,299-92.2% |
| Admin fee / account holder | $1,543 | $5,682-72.8% | $5,764-73.2% | $6,940-77.8% |