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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 | $4,573 | $47,180-90.3% | $149,723-96.9% | $74,473-93.9% |
| Participation rate | 4.3% | 63.4%-59.1pp | 78.8%-74.5pp | 70.7%-66.4pp |
| Annual return | 3.08% | 22.75%-19.7pp | 134.50%-131.4pp | 34.36%-31.3pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $23 | $2,730-99.2% | $5,682-99.6% | $4,530-99.5% |
| Admin fee / account holder | $692 | $343+101.7% | $13,215-94.8% | $347+99.4% |