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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 | $19,166 | $101,752-81.2% | $164,928-88.4% | $80,911-76.3% |
| Participation rate | 10.0% | 71.8%-61.8pp | 78.6%-68.6pp | 67.6%-57.6pp |
| Annual return | 4.26% | 16.73%-12.5pp | 70.08%-65.8pp | 35.63%-31.4pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $384 | $4,477-91.4% | $6,034-93.6% | $4,297-91.1% |
| Admin fee / account holder | $3,430 | $8,218-58.3% | $12,684-73.0% | $6,935-50.5% |