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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 | $6,990 | $86,949-92.0% | $102,460-93.2% | $80,959-91.4% |
| Participation rate | 17.2% | 72.4%-55.1pp | 76.5%-59.3pp | 67.7%-50.4pp |
| Annual return | 8.64% | 18.89%-10.3pp | 29.47%-20.8pp | 35.67%-27.0pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $803 | $4,121-80.5% | $5,056-84.1% | $4,300-81.3% |
| Admin fee / account holder | $3,536 | $8,048-56.1% | $9,460-62.6% | $6,925-48.9% |