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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 | $4,240 | $81,446-94.8% | $103,374-95.9% | $80,874-94.8% |
| Participation rate | 12.0% | 66.9%-54.9pp | 74.5%-62.5pp | 67.6%-55.6pp |
| Annual return | 1.62% | 25.57%-24.0pp | 24.89%-23.3pp | 35.62%-34.0pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $218 | $3,870-94.4% | $5,058-95.7% | $4,297-94.9% |
| Admin fee / account holder | $623 | $6,715-90.7% | $8,394-92.6% | $6,935-91.0% |