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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 | $2,000 | $81,358-97.5% | $155,556-98.7% | $80,959-97.5% |
| Participation rate | 5.1% | 66.3%-61.1pp | 78.2%-73.1pp | 67.7%-62.5pp |
| Annual return | 9.12% | 33.39%-24.3pp | 64.84%-55.7pp | 35.67%-26.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $77 | $3,455-97.8% | $5,631-98.6% | $4,300-98.2% |
| Admin fee / account holder | $678 | $7,994-91.5% | $15,885-95.7% | $6,925-90.2% |