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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 | $1,145 | $55,930-98.0% | $76,089-98.5% | $80,925-98.6% |
| Participation rate | 27.1% | 62.1%-35.0pp | 69.1%-42.0pp | 67.7%-40.6pp |
| Annual return | 7.54% | 20.58%-13.0pp | 360.94%-353.4pp | 35.65%-28.1pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $238 | $3,051-92.2% | $4,259-94.4% | $4,299-94.5% |
| Admin fee / account holder | $1,048 | $5,241-80.0% | $6,418-83.7% | $6,940-84.9% |