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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 | $2,244 | $78,015-97.1% | $178,505-98.7% | $80,959-97.2% |
| Participation rate | 13.8% | 65.7%-51.9pp | 77.1%-63.3pp | 67.7%-53.9pp |
| Annual return | 8.72% | 18.10%-9.4pp | 27.16%-18.4pp | 35.67%-26.9pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $218 | $4,406-95.1% | $6,280-96.5% | $4,300-94.9% |
| Admin fee / account holder | $331 | $7,160-95.4% | $10,428-96.8% | $6,925-95.2% |