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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 | $5,658 | $81,358-93.0% | $155,556-96.4% | $80,959-93.0% |
| Participation rate | 53.6% | 66.3%-12.7pp | 78.2%-24.7pp | 67.7%-14.1pp |
| Annual return | 9.95% | 33.39%-23.4pp | 64.84%-54.9pp | 35.67%-25.7pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $605 | $3,455-82.5% | $5,631-89.2% | $4,300-85.9% |
| Admin fee / account holder | $1,044 | $7,994-86.9% | $15,885-93.4% | $6,925-84.9% |