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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 | $7,789 | $77,638-90.0% | $156,551-95.0% | $62,881-87.6% |
| Participation rate | 41.4% | 71.2%-29.8pp | 84.0%-42.6pp | 69.3%-27.9pp |
| Annual return | 2.34% | 50.33%-48.0pp | 32.23%-29.9pp | 20.14%-17.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $508 | $3,046-83.3% | $4,871-89.6% | $3,203-84.1% |
| Admin fee / account holder | $1,118 | $5,561-79.9% | $13,028-91.4% | $4,296-74.0% |