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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 | $3,838 | $138,312-97.2% | $122,979-96.9% | $155,188-97.5% |
| Participation rate | 11.8% | 80.2%-68.4pp | 77.2%-65.4pp | 80.8%-69.0pp |
| Annual return | 6.30% | 22.06%-15.8pp | 20.12%-13.8pp | 148.84%-142.5pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $367 | $5,592-93.4% | $5,003-92.7% | $6,531-94.4% |
| Admin fee / account holder | $6,538 | $15,089-56.7% | $12,864-49.2% | $14,480-54.8% |