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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 | $4,166 | $99,053-95.8% | $88,179-95.3% | $138,895-97.0% |
| Participation rate | 17.6% | 74.2%-56.6pp | 69.1%-51.5pp | 79.9%-62.3pp |
| Annual return | 1.92% | 78.17%-76.3pp | 64.97%-63.1pp | 145.39%-143.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $492 | $5,225-90.6% | $4,614-89.3% | $6,396-92.3% |
| Admin fee / account holder | $4,333 | $8,748-50.5% | $7,673-43.5% | $12,562-65.5% |