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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 | $9,166 | $102,385-91.0% | $147,080-93.8% | $80,935-88.7% |
| Participation rate | 37.9% | 75.9%-37.9pp | 82.2%-44.3pp | 67.7%-29.7pp |
| Annual return | 11.64% | 135.09%-123.5pp | 420.17%-408.5pp | 35.66%-24.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $882 | $6,651-86.7% | $8,066-89.1% | $4,299-79.5% |
| Admin fee / account holder | $3,043 | $7,951-61.7% | $12,989-76.6% | $6,924-56.1% |