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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 | $6,917 | $48,327-85.7% | $67,575-89.8% | $80,935-91.5% |
| Participation rate | 12.5% | 66.4%-53.9pp | 72.9%-60.4pp | 67.7%-55.2pp |
| Annual return | 10.49% | 18.31%-7.8pp | 3528.98%-3518.5pp | 35.66%-25.2pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $270 | $2,927-90.8% | $4,003-93.3% | $4,299-93.7% |
| Admin fee / account holder | $1,822 | $3,692-50.7% | $3,993-54.4% | $6,924-73.7% |