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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 | $1,256 | $91,037-98.6% | $71,671-98.2% | $147,585-99.1% |
| Participation rate | 13.3% | 76.1%-62.8pp | 68.7%-55.4pp | 82.8%-69.5pp |
| Annual return | 2.51% | 20.48%-18.0pp | 20.65%-18.1pp | 578.58%-576.1pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $81 | $4,498-98.2% | $3,438-97.6% | $5,439-98.5% |
| Admin fee / account holder | $4,479 | $8,613-48.0% | $5,558-19.4% | $10,886-58.9% |