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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 | $232 | $97,125-99.8% | $86,233-99.7% | $137,256-99.8% |
| Participation rate | 15.0% | 74.2%-59.2pp | 69.0%-54.0pp | 80.0%-65.0pp |
| Annual return | 7.16% | 74.19%-67.0pp | 61.39%-54.2pp | 220.34%-213.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $62 | $5,180-98.8% | $4,559-98.6% | $6,407-99.0% |
| Admin fee / account holder | $400 | $9,725-95.9% | $8,342-95.2% | $12,270-96.7% |