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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 | $5,564 | $91,424-93.9% | $135,942-95.9% | $71,495-92.2% |
| Participation rate | 3.3% | 75.7%-72.3pp | 81.9%-78.6pp | 67.9%-64.6pp |
| Annual return | 8.83% | 29.90%-21.1pp | 68.28%-59.4pp | 28.85%-20.0pp |
| Employer contribution / active EE | $0 | $3,704-100.0% | $4,858-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $85 | $7,092-98.8% | $7,759-98.9% | $4,291-98.0% |
| Admin fee / account holder | $1,352 | $1,266+6.8% | $10,764-87.4% | $1,588-14.8% |