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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 | $7,203 | $48,078-85.0% | $78,676-90.8% | $62,881-88.5% |
| Participation rate | 11.9% | 65.2%-53.3pp | 73.6%-61.7pp | 69.3%-57.4pp |
| Annual return | 3.35% | 31.36%-28.0pp | 62.19%-58.8pp | 20.14%-16.8pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7 | $2,587-99.7% | $3,517-99.8% | $3,203-99.8% |
| Admin fee / account holder | $5,018 | $3,206+56.5% | $4,510+11.3% | $4,296+16.8% |