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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 | $6,035 | $60,442-90.0% | $96,754-93.8% | $87,485-93.1% |
| Participation rate | 14.3% | 58.7%-44.4pp | 70.3%-56.0pp | 68.9%-54.6pp |
| Annual return | 8.14% | 21.97%-13.8pp | 82.04%-73.9pp | 26.06%-17.9pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $253 | $3,280-92.3% | $4,758-94.7% | $4,274-94.1% |
| Admin fee / account holder | $1,811 | $5,069-64.3% | $8,905-79.7% | $7,775-76.7% |