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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 | $1,245 | $63,809-98.0% | $81,353-98.5% | $80,935-98.5% |
| Participation rate | 11.5% | 63.9%-52.4pp | 69.5%-58.0pp | 67.7%-56.1pp |
| Annual return | 7.52% | 16.37%-8.9pp | 24.82%-17.3pp | 35.66%-28.1pp |
| Employer contribution / active EE | $0 | $1,981-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $52 | $3,093-98.3% | $3,885-98.7% | $4,299-98.8% |
| Admin fee / account holder | $382 | $5,686-93.3% | $5,766-93.4% | $6,924-94.5% |