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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 | $2,375 | $81,331-97.1% | $155,534-98.5% | $80,935-97.1% |
| Participation rate | 60.4% | 66.3%-5.8pp | 78.2%-17.8pp | 67.7%-7.2pp |
| Annual return | 7.90% | 33.37%-25.5pp | 64.92%-57.0pp | 35.66%-27.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $532 | $3,454-84.6% | $5,630-90.6% | $4,299-87.6% |
| Admin fee / account holder | $718 | $7,999-91.0% | $15,900-95.5% | $6,924-89.6% |