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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 | $6,448 | $58,311-88.9% | $81,882-92.1% | $80,959-92.0% |
| Participation rate | 14.7% | 63.5%-48.8pp | 72.4%-57.7pp | 67.7%-53.0pp |
| Annual return | 9.55% | 41.85%-32.3pp | 779.47%-769.9pp | 35.67%-26.1pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $449 | $3,287-86.3% | $4,323-89.6% | $4,300-89.6% |
| Admin fee / account holder | $2,101 | $4,752-55.8% | $7,360-71.4% | $6,925-69.7% |