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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 | $679 | $81,233-99.2% | $155,567-99.6% | $80,874-99.2% |
| Participation rate | 67.7% | 66.2%+1.5pp | 78.2%-10.5pp | 67.6%+0.1pp |
| Annual return | 9.96% | 33.33%-23.4pp | 64.74%-54.8pp | 35.62%-25.7pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $567 | $3,452-83.6% | $5,628-89.9% | $4,297-86.8% |
| Admin fee / account holder | $702 | $7,998-91.2% | $15,916-95.6% | $6,935-89.9% |