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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 | $7,909 | $50,898-84.5% | $171,082-95.4% | $55,167-85.7% |
| Participation rate | 8.8% | 63.3%-54.5pp | 76.7%-67.9pp | 69.0%-60.2pp |
| Annual return | 5.66% | 15.34%-9.7pp | 32.56%-26.9pp | 169.23%-163.6pp |
| Employer contribution / active EE | $0 | $1,433-100.0% | $4,002-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $130 | $2,994-95.7% | $4,797-97.3% | $3,054-95.7% |
| Admin fee / account holder | $2,148 | $500+330.0% | $8,520-74.8% | $504+326.3% |