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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 | $9,589 | $91,198-89.5% | $178,503-94.6% | $79,856-88.0% |
| Participation rate | 55.0% | 69.2%-14.2pp | 81.9%-26.9pp | 69.6%-14.6pp |
| Annual return | 5.56% | 24.20%-18.6pp | 151.12%-145.6pp | 31.71%-26.1pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $148 | $3,237-95.4% | $5,202-97.2% | $3,741-96.0% |
| Admin fee / account holder | $1,553 | $6,748-77.0% | $13,987-88.9% | $5,306-70.7% |