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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 | $1,456 | $76,407-98.1% | $150,298-99.0% | $82,448-98.2% |
| Participation rate | 19.6% | 66.4%-46.8pp | 77.8%-58.1pp | 68.1%-48.4pp |
| Annual return | 3.80% | 39.99%-36.2pp | 62.79%-59.0pp | 41.64%-37.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $426 | $3,214-86.8% | $5,453-92.2% | $4,139-89.7% |
| Admin fee / account holder | $6,983 | $6,352+9.9% | $14,116-50.5% | $7,234-3.5% |