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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 | $381 | $76,834-99.5% | $108,359-99.6% | $87,485-99.6% |
| Participation rate | 31.9% | 61.7%-29.8pp | 70.1%-38.2pp | 68.9%-37.0pp |
| Annual return | 4.42% | 19.09%-14.7pp | 36.89%-32.5pp | 26.06%-21.6pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $105 | $3,100-96.6% | $4,137-97.5% | $4,274-97.5% |
| Admin fee / account holder | $506 | $6,537-92.3% | $9,741-94.8% | $7,775-93.5% |