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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 | $869 | $70,684-98.8% | $169,397-99.5% | $75,177-98.8% |
| Participation rate | 15.4% | 64.8%-49.4pp | 77.2%-61.8pp | 67.2%-51.8pp |
| Annual return | 6.90% | 36.38%-29.5pp | 406.23%-399.3pp | 160.75%-153.9pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $181 | $4,310-95.8% | $6,223-97.1% | $4,126-95.6% |
| Admin fee / account holder | $692 | $5,404-87.2% | $9,017-92.3% | $5,651-87.8% |