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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 | $7,441 | $86,294-91.4% | $111,303-93.3% | $85,856-91.3% |
| Participation rate | 37.2% | 73.3%-36.1pp | 77.3%-40.1pp | 69.3%-32.1pp |
| Annual return | 9.50% | 19.99%-10.5pp | 54.66%-45.2pp | 318.58%-309.1pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $608 | $3,641-83.3% | $4,487-86.5% | $3,952-84.6% |
| Admin fee / account holder | $2,239 | $8,189-72.7% | $7,966-71.9% | $6,261-64.2% |