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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 | $4,665 | $43,075-89.2% | $74,577-93.7% | $62,881-92.6% |
| Participation rate | 10.8% | 58.1%-47.2pp | 68.1%-57.3pp | 69.3%-58.5pp |
| Annual return | 1.72% | 17.50%-15.8pp | 20.47%-18.7pp | 20.14%-18.4pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $47 | $2,389-98.0% | $3,458-98.6% | $3,203-98.5% |
| Admin fee / account holder | $955 | $2,840-66.4% | $4,138-76.9% | $4,296-77.8% |