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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 | $3,306 | $85,171-96.1% | $172,753-98.1% | $72,976-95.5% |
| Participation rate | 40.0% | 70.1%-30.1pp | 82.6%-42.6pp | 69.5%-29.5pp |
| Annual return | 2.75% | 27.32%-24.6pp | 803.00%-800.2pp | 81.02%-78.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $253 | $3,260-92.2% | $5,198-95.1% | $3,608-93.0% |
| Admin fee / account holder | $828 | $5,880-85.9% | $13,956-94.1% | $5,124-83.8% |