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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 | $10,370 | $103,393-90.0% | $87,103-88.1% | $152,909-93.2% |
| Participation rate | 52.9% | 79.4%-26.4pp | 76.9%-23.9pp | 82.5%-29.5pp |
| Annual return | 0.51% | 28.10%-27.6pp | 28.19%-27.7pp | 345.46%-345.0pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $560 | $4,778-88.3% | $4,049-86.2% | $5,851-90.4% |
| Admin fee / account holder | $1,176 | $12,195-90.4% | $7,491-84.3% | $11,601-89.9% |