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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 | $440 | $68,878-99.4% | $120,574-99.6% | $80,935-99.5% |
| Participation rate | 28.1% | 61.7%-33.5pp | 71.9%-43.8pp | 67.7%-39.5pp |
| Annual return | 8.69% | 23.67%-15.0pp | 107.42%-98.7pp | 35.66%-27.0pp |
| Employer contribution / active EE | $0 | $2,065-100.0% | $3,471-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $52 | $3,189-98.4% | $4,996-99.0% | $4,299-98.8% |
| Admin fee / account holder | $391 | $5,782-93.2% | $9,445-95.9% | $6,924-94.4% |