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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 | $1,551 | $57,073-97.3% | $85,126-98.2% | $80,925-98.1% |
| Participation rate | 8.0% | 56.4%-48.4pp | 67.5%-59.5pp | 67.7%-59.7pp |
| Annual return | 7.10% | 21.69%-14.6pp | 66.63%-59.5pp | 35.65%-28.5pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $197 | $3,113-93.7% | $4,523-95.6% | $4,299-95.4% |
| Admin fee / account holder | $489 | $4,988-90.2% | $6,160-92.1% | $6,940-93.0% |