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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 | $1,269 | $81,233-98.4% | $155,567-99.2% | $80,874-98.4% |
| Participation rate | 3.3% | 66.2%-62.9pp | 78.2%-74.9pp | 67.6%-64.4pp |
| Annual return | 5.52% | 33.33%-27.8pp | 64.74%-59.2pp | 35.62%-30.1pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $36 | $3,452-99.0% | $5,628-99.4% | $4,297-99.2% |
| Admin fee / account holder | $953 | $7,998-88.1% | $15,916-94.0% | $6,935-86.3% |