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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 | $6,615 | $62,592-89.4% | $85,709-92.3% | $85,847-92.3% |
| Participation rate | 18.5% | 61.1%-42.6pp | 69.9%-51.3pp | 69.3%-50.8pp |
| Annual return | 10.14% | 23.77%-13.6pp | 21.49%-11.3pp | 318.61%-308.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,619-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $235 | $2,802-91.6% | $3,924-94.0% | $3,952-94.1% |
| Admin fee / account holder | $1,725 | $4,643-62.9% | $6,876-74.9% | $6,261-72.5% |