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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 | $3,810 | $59,440-93.6% | $78,004-95.1% | $82,637-95.4% |
| Participation rate | 51.4% | 62.8%-11.5pp | 69.4%-18.1pp | 68.1%-16.7pp |
| Annual return | 7.71% | 40.24%-32.5pp | 31.07%-23.4pp | 53.51%-45.8pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $289 | $3,138-90.8% | $4,092-92.9% | $4,126-93.0% |
| Admin fee / account holder | $1,684 | $5,504-69.4% | $7,578-77.8% | $7,339-77.0% |