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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 | $1,911 | $84,236-97.7% | $170,435-98.9% | $70,126-97.3% |
| Participation rate | 9.2% | 70.8%-61.6pp | 83.6%-74.4pp | 69.5%-60.3pp |
| Annual return | 11.94% | 23.06%-11.1pp | 205.94%-194.0pp | 73.15%-61.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $168 | $3,086-94.6% | $4,939-96.6% | $3,332-95.0% |
| Admin fee / account holder | $568 | $5,698-90.0% | $13,881-95.9% | $4,645-87.8% |