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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 | $2,536 | $90,400-97.2% | $186,193-98.6% | $87,485-97.1% |
| Participation rate | 46.2% | 66.2%-20.0pp | 77.1%-31.0pp | 68.9%-22.8pp |
| Annual return | 3.60% | 22.15%-18.5pp | 78.03%-74.4pp | 26.06%-22.5pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $152 | $4,330-96.5% | $6,513-97.7% | $4,274-96.4% |
| Admin fee / account holder | $832 | $8,673-90.4% | $11,058-92.5% | $7,775-89.3% |