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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 | $81,262-96.8% | $155,602-98.3% | $80,911-96.8% |
| Participation rate | 22.0% | 66.2%-44.3pp | 78.2%-56.3pp | 67.6%-45.7pp |
| Annual return | -1.18% | 33.34%-34.5pp | 64.81%-66.0pp | 35.63%-36.8pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $266 | $3,451-92.3% | $5,629-95.3% | $4,297-93.8% |
| Admin fee / account holder | $683 | $7,992-91.5% | $15,923-95.7% | $6,935-90.1% |