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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 | $4,256 | $68,878-93.8% | $120,574-96.5% | $80,935-94.7% |
| Participation rate | 7.7% | 61.7%-54.0pp | 71.9%-64.3pp | 67.7%-60.0pp |
| Annual return | 8.96% | 23.67%-14.7pp | 107.42%-98.5pp | 35.66%-26.7pp |
| Employer contribution / active EE | $0 | $2,065-100.0% | $3,471-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $158 | $3,189-95.1% | $4,996-96.8% | $4,299-96.3% |
| Admin fee / account holder | $4,842 | $5,782-16.2% | $9,445-48.7% | $6,924-30.1% |