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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 | $4,112 | $57,140-92.8% | $85,240-95.2% | $80,959-94.9% |
| Participation rate | 17.2% | 56.4%-39.2pp | 67.5%-50.3pp | 67.7%-50.4pp |
| Annual return | 6.69% | 21.71%-15.0pp | 66.75%-60.1pp | 35.67%-29.0pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $112 | $3,115-96.4% | $4,527-97.5% | $4,300-97.4% |
| Admin fee / account holder | $1,509 | $4,992-69.8% | $6,165-75.5% | $6,925-78.2% |