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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 | $1,375 | $101,795-98.6% | $165,100-99.2% | $80,959-98.3% |
| Participation rate | 48.6% | 71.8%-23.3pp | 78.6%-30.1pp | 67.7%-19.1pp |
| Annual return | 5.69% | 16.73%-11.0pp | 70.21%-64.5pp | 35.67%-30.0pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $506 | $4,476-88.7% | $6,035-91.6% | $4,300-88.2% |
| Admin fee / account holder | $613 | $8,221-92.5% | $12,696-95.2% | $6,925-91.1% |