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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 | $3,496 | $70,666-95.1% | $169,369-97.9% | $75,173-95.3% |
| Participation rate | 45.2% | 64.8%-19.5pp | 77.2%-31.9pp | 67.2%-22.0pp |
| Annual return | 7.63% | 36.37%-28.7pp | 405.70%-398.1pp | 160.65%-153.0pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $4,011-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $857 | $4,308-80.1% | $6,221-86.2% | $4,126-79.2% |
| Admin fee / account holder | $8,756 | $5,402+62.1% | $9,009-2.8% | $5,651+54.9% |