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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 | $107,666-97.4% | $102,184-97.3% | $154,746-98.2% |
| Participation rate | 6.7% | 83.7%-77.1pp | 82.6%-75.9pp | 80.7%-74.0pp |
| Annual return | 3.31% | 29.33%-26.0pp | 31.58%-28.3pp | 172.34%-169.0pp |
| Employer contribution / active EE | $209 | $3,846-94.6% | $3,594-94.2% | $4,379-95.2% |
| Participant deferral / active EE | $257 | $8,719-97.1% | $8,309-96.9% | $6,730-96.2% |
| Admin fee / account holder | $44,497 | $12,943+243.8% | $11,609+283.3% | $14,365+209.8% |