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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 | $1,934 | $117,829-98.4% | $102,423-98.1% | $145,877-98.7% |
| Participation rate | 23.1% | 78.6%-55.5pp | 76.5%-53.4pp | 80.3%-57.2pp |
| Annual return | 0.22% | 31.83%-31.6pp | 29.42%-29.2pp | 551.28%-551.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $491 | $5,732-91.4% | $5,054-90.3% | $6,691-92.7% |
| Admin fee / account holder | $875 | $13,335-93.4% | $9,455-90.7% | $13,402-93.5% |