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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 | $7,389 | $52,306-85.9% | $69,779-89.4% | $62,881-88.2% |
| Participation rate | 0.0% | 67.2%-67.2pp | 71.8%-71.8pp | 69.3%-69.3pp |
| Annual return | 2.26% | 13.35%-11.1pp | 12.99%-10.7pp | 20.14%-17.9pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $594 | $2,395-75.2% | $2,931-79.7% | $3,203-81.5% |
| Admin fee / account holder | $2,998 | $3,691-18.8% | $4,381-31.6% | $4,296-30.2% |