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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 | $1,836 | $55,930-96.7% | $76,089-97.6% | $80,925-97.7% |
| Participation rate | 4.6% | 62.1%-57.4pp | 69.1%-64.5pp | 67.7%-63.0pp |
| Annual return | 8.27% | 20.58%-12.3pp | 360.94%-352.7pp | 35.65%-27.4pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $47 | $3,051-98.4% | $4,259-98.9% | $4,299-98.9% |
| Admin fee / account holder | $423 | $5,241-91.9% | $6,418-93.4% | $6,940-93.9% |