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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 | $3,651 | $58,828-93.8% | $78,002-95.3% | $62,881-94.2% |
| Participation rate | 12.8% | 71.1%-58.2pp | 75.5%-62.7pp | 69.3%-56.5pp |
| Annual return | 0.07% | 17.16%-17.1pp | 425.99%-425.9pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $162 | $2,686-94.0% | $3,497-95.4% | $3,203-95.0% |
| Admin fee / account holder | $886 | $4,393-79.8% | $5,481-83.8% | $4,296-79.4% |