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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 | $2,929 | $53,128-94.5% | $86,582-96.6% | $70,126-95.8% |
| Participation rate | 15.0% | 65.3%-50.3pp | 73.5%-58.5pp | 69.5%-54.5pp |
| Annual return | 8.17% | 27.66%-19.5pp | 965.08%-956.9pp | 73.15%-65.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $426 | $2,695-84.2% | $3,609-88.2% | $3,332-87.2% |
| Admin fee / account holder | $14,882 | $3,584+315.3% | $4,904+203.5% | $4,645+220.4% |