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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 | $3,768 | $81,331-95.4% | $155,534-97.6% | $80,935-95.3% |
| Participation rate | 2.2% | 66.3%-64.0pp | 78.2%-76.0pp | 67.7%-65.4pp |
| Annual return | 9.04% | 33.37%-24.3pp | 64.92%-55.9pp | 35.66%-26.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $102 | $3,454-97.1% | $5,630-98.2% | $4,299-97.6% |
| Admin fee / account holder | $1,508 | $7,999-81.2% | $15,900-90.5% | $6,924-78.2% |