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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 | $6,583 | $126,661-94.8% | $113,397-94.2% | $138,895-95.3% |
| Participation rate | 16.7% | 79.4%-62.8pp | 76.5%-59.8pp | 79.9%-63.3pp |
| Annual return | 6.36% | 25.05%-18.7pp | 23.20%-16.8pp | 145.39%-139.0pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $253 | $5,693-95.6% | $5,076-95.0% | $6,396-96.0% |
| Admin fee / account holder | $3,071 | $14,549-78.9% | $11,957-74.3% | $12,562-75.6% |