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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 | $2,792 | $97,289-97.1% | $92,805-97.0% | $155,188-98.2% |
| Participation rate | 6.7% | 84.2%-77.5pp | 83.5%-76.8pp | 80.8%-74.1pp |
| Annual return | 3.31% | 29.03%-25.7pp | 31.59%-28.3pp | 148.84%-145.5pp |
| Employer contribution / active EE | $209 | $3,632-94.2% | $3,424-93.9% | $4,248-95.1% |
| Participant deferral / active EE | $257 | $8,795-97.1% | $8,448-97.0% | $6,531-96.1% |
| Admin fee / account holder | $44,497 | $12,015+270.4% | $10,911+307.8% | $14,480+207.3% |