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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 | $1,503 | $106,864-98.6% | $147,318-99.0% | $82,637-98.2% |
| Participation rate | 22.6% | 75.5%-52.9pp | 82.1%-59.5pp | 68.1%-45.5pp |
| Annual return | 1.04% | 27.49%-26.5pp | 70.43%-69.4pp | 53.51%-52.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $106 | $6,496-98.4% | $7,906-98.7% | $4,126-97.4% |
| Admin fee / account holder | $27,053 | $8,415+221.5% | $13,708+97.4% | $7,339+268.6% |