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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 | $4,721 | $77,908-93.9% | $149,696-96.8% | $75,173-93.7% |
| Participation rate | 6.3% | 65.6%-59.2pp | 78.8%-72.4pp | 67.2%-60.9pp |
| Annual return | 12.46% | 31.73%-19.3pp | 134.46%-122.0pp | 160.72%-148.3pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $489 | $3,411-85.7% | $5,682-91.4% | $4,126-88.1% |
| Admin fee / account holder | $9,087 | $5,950+52.7% | $13,212-31.2% | $5,651+60.8% |