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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 | $3,057 | $124,425-97.5% | $112,040-97.3% | $137,256-97.8% |
| Participation rate | 15.4% | 79.3%-63.9pp | 76.5%-61.1pp | 80.0%-64.6pp |
| Annual return | 4.85% | 24.72%-19.9pp | 24.52%-19.7pp | 220.34%-215.5pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $611 | $5,718-89.3% | $5,098-88.0% | $6,407-90.5% |
| Admin fee / account holder | $25,632 | $15,207+68.6% | $12,098+111.9% | $12,270+108.9% |