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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 | $5,120 | $67,606-92.4% | $82,313-93.8% | $70,124-92.7% |
| Participation rate | 8.6% | 72.8%-64.2pp | 76.9%-68.3pp | 69.5%-61.0pp |
| Annual return | 4.65% | 21.57%-16.9pp | 25.88%-21.2pp | 73.14%-68.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $114 | $2,987-96.2% | $3,706-96.9% | $3,332-96.6% |
| Admin fee / account holder | $525 | $4,512-88.4% | $5,608-90.6% | $4,645-88.7% |