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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 | $7,921 | $106,749-92.6% | $145,433-94.6% | $82,448-90.4% |
| Participation rate | 18.1% | 75.6%-57.6pp | 82.1%-64.1pp | 68.1%-50.0pp |
| Annual return | 14.17% | 27.59%-13.4pp | 66.58%-52.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $537 | $6,519-91.8% | $7,897-93.2% | $4,139-87.0% |
| Admin fee / account holder | $1,034 | $8,390-87.7% | $13,129-92.1% | $7,234-85.7% |