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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 | $7,488 | $48,327-84.5% | $67,575-88.9% | $80,935-90.7% |
| Participation rate | 19.7% | 66.4%-46.7pp | 72.9%-53.2pp | 67.7%-48.0pp |
| Annual return | 9.86% | 18.31%-8.4pp | 3528.98%-3519.1pp | 35.66%-25.8pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $113 | $2,927-96.1% | $4,003-97.2% | $4,299-97.4% |
| Admin fee / account holder | $305 | $3,692-91.7% | $3,993-92.4% | $6,924-95.6% |