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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 | $2,620 | $81,358-96.8% | $155,556-98.3% | $80,959-96.8% |
| Participation rate | 22.0% | 66.3%-44.3pp | 78.2%-56.3pp | 67.7%-45.7pp |
| Annual return | -1.18% | 33.39%-34.6pp | 64.84%-66.0pp | 35.67%-36.8pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $266 | $3,455-92.3% | $5,631-95.3% | $4,300-93.8% |
| Admin fee / account holder | $683 | $7,994-91.5% | $15,885-95.7% | $6,925-90.1% |