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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 | $4,672 | $84,236-94.5% | $170,435-97.3% | $70,126-93.3% |
| Participation rate | 40.9% | 70.8%-29.9pp | 83.6%-42.7pp | 69.5%-28.6pp |
| Annual return | 6.52% | 23.06%-16.5pp | 205.94%-199.4pp | 73.15%-66.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $499 | $3,086-83.8% | $4,939-89.9% | $3,332-85.0% |
| Admin fee / account holder | $7,570 | $5,698+32.9% | $13,881-45.5% | $4,645+63.0% |