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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 | $10,274 | $93,345-89.0% | $119,126-91.4% | $87,485-88.3% |
| Participation rate | 37.3% | 68.7%-31.4pp | 75.8%-38.4pp | 68.9%-31.6pp |
| Annual return | 7.88% | 19.08%-11.2pp | 282.11%-274.2pp | 26.06%-18.2pp |
| Employer contribution / active EE | $2,078 | $3,172-34.5% | $4,034-48.5% | $2,596-20.0% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $7,537 | $8,039-6.2% | $10,693-29.5% | $7,775-3.1% |