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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 | $1,022 | $58,627-98.3% | $76,735-98.7% | $82,448-98.8% |
| Participation rate | 28.6% | 63.2%-34.6pp | 69.5%-40.9pp | 68.1%-39.5pp |
| Annual return | 10.37% | 39.10%-28.7pp | 29.77%-19.4pp | 41.64%-31.3pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $110 | $3,134-96.5% | $4,088-97.3% | $4,139-97.3% |
| Admin fee / account holder | $555 | $5,323-89.6% | $7,189-92.3% | $7,234-92.3% |