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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 | $3,697 | $181,896-98.0% | $156,551-97.6% | $273,972-98.7% |
| Participation rate | 25.0% | 88.4%-63.4pp | 84.0%-59.0pp | 83.0%-58.0pp |
| Annual return | -4.79% | 30.74%-35.5pp | 32.23%-37.0pp | 41.46%-46.2pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $49 | $5,550-99.1% | $4,871-99.0% | $5,287-99.1% |
| Admin fee / account holder | $24,934 | $15,560+60.2% | $13,028+91.4% | $10,133+146.1% |