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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 | $7,723 | $102,609-92.5% | $98,090-92.1% | $138,895-94.4% |
| Participation rate | 27.3% | 82.8%-55.5pp | 81.5%-54.3pp | 79.9%-52.6pp |
| Annual return | 11.48% | 36.44%-25.0pp | 37.05%-25.6pp | 145.39%-133.9pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,232 | $8,167-84.9% | $7,845-84.3% | $6,396-80.7% |
| Admin fee / account holder | $55,715 | $11,434+387.3% | $11,815+371.6% | $12,562+343.5% |