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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 | $5,929 | $117,829-95.0% | $102,423-94.2% | $145,877-95.9% |
| Participation rate | 31.6% | 78.6%-47.0pp | 76.5%-44.9pp | 80.3%-48.7pp |
| Annual return | 7.15% | 31.83%-24.7pp | 29.42%-22.3pp | 551.28%-544.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,493 | $5,732-74.0% | $5,054-70.5% | $6,691-77.7% |
| Admin fee / account holder | $6,181 | $13,335-53.6% | $9,455-34.6% | $13,402-53.9% |