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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 | $2,732 | $67,602-96.0% | $82,312-96.7% | $70,126-96.1% |
| Participation rate | 47.4% | 72.8%-25.4pp | 76.9%-29.5pp | 69.5%-22.2pp |
| Annual return | 11.35% | 21.57%-10.2pp | 25.88%-14.5pp | 73.15%-61.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $463 | $2,987-84.5% | $3,706-87.5% | $3,332-86.1% |
| Admin fee / account holder | $2,269 | $4,512-49.7% | $5,608-59.5% | $4,645-51.1% |