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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 | $1,186 | $60,349-98.0% | $74,184-98.4% | $62,881-98.1% |
| Participation rate | 8.3% | 72.7%-64.4pp | 76.6%-68.3pp | 69.3%-61.0pp |
| Annual return | 2.83% | 21.38%-18.5pp | 17.74%-14.9pp | 20.14%-17.3pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $85 | $2,856-97.0% | $3,550-97.6% | $3,203-97.4% |
| Admin fee / account holder | $374 | $4,261-91.2% | $5,586-93.3% | $4,296-91.3% |