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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 | $5,279 | $93,064-94.3% | $74,577-92.9% | $273,972-98.1% |
| Participation rate | 40.0% | 74.9%-34.9pp | 68.1%-28.1pp | 83.0%-43.0pp |
| Annual return | -12.02% | 26.18%-38.2pp | 20.47%-32.5pp | 41.46%-53.5pp |
| Employer contribution / active EE | $128 | $3,160-95.9% | $2,525-94.9% | $4,869-97.4% |
| Participant deferral / active EE | $160 | $4,160-96.2% | $3,458-95.4% | $5,287-97.0% |
| Admin fee / account holder | $627 | $5,273-88.1% | $4,138-84.8% | $10,133-93.8% |