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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 | $6,615 | $45,109-85.3% | $85,240-92.2% | $77,762-91.5% |
| Participation rate | 10.6% | 48.7%-38.1pp | 67.5%-56.9pp | 70.6%-60.0pp |
| Annual return | 8.62% | 79.55%-70.9pp | 66.75%-58.1pp | 31.27%-22.6pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,735-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $392 | $2,814-86.1% | $4,527-91.3% | $4,651-91.6% |
| Admin fee / account holder | $1,563 | $915+70.9% | $6,165-74.6% | $433+261.1% |