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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 | $1,220 | $138,385-99.1% | $184,243-99.3% | $80,925-98.5% |
| Participation rate | 36.8% | 83.9%-47.1pp | 86.8%-50.0pp | 67.7%-30.9pp |
| Annual return | 9.04% | 20.02%-11.0pp | 28.82%-19.8pp | 35.65%-26.6pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $202 | $7,075-97.1% | $9,132-97.8% | $4,299-95.3% |
| Admin fee / account holder | $678 | $10,489-93.5% | $13,914-95.1% | $6,940-90.2% |