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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 | $3,486 | $113,941-96.9% | $94,229-96.3% | $125,389-97.2% |
| Participation rate | 31.6% | 82.9%-51.3pp | 78.8%-47.2pp | 83.2%-51.6pp |
| Annual return | -9.95% | 5.29%-15.2pp | 10.68%-20.6pp | 282.24%-292.2pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $777 | $5,179-85.0% | $4,320-82.0% | $5,352-85.5% |
| Admin fee / account holder | $725 | $8,392-91.4% | $6,269-88.4% | $9,541-92.4% |