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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 | $3,774 | $57,590-93.4% | $86,233-95.6% | $82,448-95.4% |
| Participation rate | 2.9% | 57.9%-54.9pp | 69.0%-66.1pp | 68.1%-65.1pp |
| Annual return | 13.57% | 22.41%-8.8pp | 61.39%-47.8pp | 41.64%-28.1pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $41 | $3,080-98.7% | $4,559-99.1% | $4,139-99.0% |
| Admin fee / account holder | $1,399 | $4,730-70.4% | $8,342-83.2% | $7,234-80.7% |