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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 | $4,000 | $45,312-91.2% | $86,233-95.4% | $67,986-94.1% |
| Participation rate | 3.7% | 42.4%-38.7pp | 69.0%-65.3pp | 57.2%-53.5pp |
| Annual return | 12.65% | 24.79%-12.1pp | 61.39%-48.7pp | 31.67%-19.0pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $61 | $2,185-97.2% | $4,559-98.7% | $3,358-98.2% |
| Admin fee / account holder | $2,269 | $3,295-31.1% | $8,342-72.8% | $3,203-29.2% |