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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 | $8,215 | $61,816-86.7% | $97,260-91.6% | $80,935-89.9% |
| Participation rate | 20.0% | 63.5%-43.5pp | 72.7%-52.7pp | 67.7%-47.7pp |
| Annual return | 8.83% | -558.73%+567.6pp | 75.54%-66.7pp | 35.66%-26.8pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,721-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $420 | $3,027-86.1% | $4,262-90.2% | $4,299-90.2% |
| Admin fee / account holder | $3,012 | $5,166-41.7% | $5,640-46.6% | $6,924-56.5% |