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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 | $101 | $45,043-99.8% | $63,005-99.8% | $70,124-99.9% |
| Participation rate | 22.2% | 69.5%-47.3pp | 74.8%-52.6pp | 69.5%-47.3pp |
| Annual return | 9.56% | 18.76%-9.2pp | 87.59%-78.0pp | 73.14%-63.6pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $15 | $2,466-99.4% | $3,329-99.6% | $3,332-99.6% |
| Admin fee / account holder | $1,056 | $2,833-62.7% | $3,599-70.7% | $4,645-77.3% |