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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 | $1,981 | $57,590-96.6% | $86,233-97.7% | $82,448-97.6% |
| Participation rate | 12.2% | 57.9%-45.7pp | 69.0%-56.8pp | 68.1%-55.9pp |
| Annual return | 3.12% | 22.41%-19.3pp | 61.39%-58.3pp | 41.64%-38.5pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $47 | $3,080-98.5% | $4,559-99.0% | $4,139-98.9% |
| Admin fee / account holder | $2,524 | $4,730-46.6% | $8,342-69.7% | $7,234-65.1% |