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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 | $8,926 | $53,837-83.4% | $75,714-88.2% | $85,847-89.6% |
| Participation rate | 23.1% | 69.1%-46.0pp | 74.8%-51.8pp | 69.3%-46.2pp |
| Annual return | 9.94% | 24.54%-14.6pp | 104.62%-94.7pp | 318.61%-308.7pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $529 | $2,895-81.7% | $3,820-86.1% | $3,952-86.6% |
| Admin fee / account holder | $5,177 | $3,339+55.0% | $3,619+43.1% | $6,261-17.3% |