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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 | $58,234-88.9% | $81,783-92.1% | $80,874-92.0% |
| Participation rate | 14.7% | 63.4%-48.7pp | 72.4%-57.6pp | 67.6%-52.9pp |
| Annual return | 9.55% | 41.70%-32.2pp | 775.05%-765.5pp | 35.62%-26.1pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $449 | $3,283-86.3% | $4,320-89.6% | $4,297-89.6% |
| Admin fee / account holder | $2,101 | $4,982-57.8% | $7,380-71.5% | $6,935-69.7% |