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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 | $37,696 | $89,465-57.9% | $165,071-77.2% | $77,736-51.5% |
| Participation rate | 6.6% | 78.6%-72.0pp | 78.6%-72.0pp | 70.6%-63.9pp |
| Annual return | 8.12% | 28.86%-20.7pp | 70.17%-62.0pp | 31.26%-23.1pp |
| Employer contribution / active EE | $0 | $2,565-100.0% | $4,347-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $321 | $4,904-93.5% | $6,035-94.7% | $4,651-93.1% |
| Admin fee / account holder | $6,990 | $340+1957.1% | $12,695-44.9% | $433+1513.1% |