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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 | $7,915 | $58,523-86.5% | $99,479-92.0% | $72,976-89.2% |
| Participation rate | 44.1% | 64.6%-20.5pp | 73.8%-29.7pp | 69.5%-25.4pp |
| Annual return | 1.26% | 28.51%-27.3pp | 30.72%-29.5pp | 81.02%-79.8pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $27 | $2,606-99.0% | $3,619-99.3% | $3,608-99.3% |
| Admin fee / account holder | $1,798 | $4,102-56.2% | $6,253-71.2% | $5,124-64.9% |