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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 | $2,396 | $51,222-95.3% | $70,544-96.6% | $75,173-96.8% |
| Participation rate | 37.6% | 61.0%-23.3pp | 68.4%-30.7pp | 67.2%-29.6pp |
| Annual return | 11.59% | 30.06%-18.5pp | 32.79%-21.2pp | 160.72%-149.1pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $415 | $2,850-85.4% | $4,568-90.9% | $4,126-89.9% |
| Admin fee / account holder | $1,134 | $4,096-72.3% | $6,427-82.4% | $5,651-79.9% |