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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 | $1,413 | $136,860-99.0% | $120,344-98.8% | $154,746-99.1% |
| Participation rate | 11.1% | 79.9%-68.8pp | 76.7%-65.6pp | 80.7%-69.6pp |
| Annual return | 5.87% | 21.38%-15.5pp | 20.30%-14.4pp | 172.34%-166.5pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $123 | $5,793-97.9% | $5,135-97.6% | $6,730-98.2% |
| Admin fee / account holder | $6,475 | $15,393-57.9% | $12,742-49.2% | $14,365-54.9% |