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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 | $8,669 | $71,215-87.8% | $93,696-90.7% | $80,935-89.3% |
| Participation rate | 19.4% | 60.4%-41.0pp | 68.7%-49.4pp | 67.7%-48.3pp |
| Annual return | 5.61% | 11.27%-5.7pp | 133.74%-128.1pp | 35.66%-30.0pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $240 | $4,037-94.1% | $4,417-94.6% | $4,299-94.4% |
| Admin fee / account holder | $1,542 | $6,958-77.8% | $8,287-81.4% | $6,924-77.7% |