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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 | $3,177 | $47,105-93.3% | $68,368-95.4% | $67,986-95.3% |
| Participation rate | 8.3% | 51.8%-43.5pp | 73.8%-65.5pp | 57.2%-48.9pp |
| Annual return | 5.47% | 48.37%-42.9pp | 292.57%-287.1pp | 31.67%-26.2pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $86 | $2,374-96.4% | $4,123-97.9% | $3,358-97.4% |
| Admin fee / account holder | $5,127 | $2,435+110.6% | $5,150-0.4% | $3,203+60.1% |