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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 | $9,520 | $66,764-85.7% | $88,497-89.2% | $62,881-84.9% |
| Participation rate | 34.5% | 77.3%-42.7pp | 82.4%-47.9pp | 69.3%-34.8pp |
| Annual return | 2.78% | 10.37%-7.6pp | 7.63%-4.8pp | 20.14%-17.4pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $4,036-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $451 | $3,976-88.7% | $4,899-90.8% | $3,203-85.9% |
| Admin fee / account holder | $1,074 | $4,668-77.0% | $6,220-82.7% | $4,296-75.0% |