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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 | $3,997 | $57,119-93.0% | $85,187-95.3% | $80,935-95.1% |
| Participation rate | 23.3% | 56.4%-33.1pp | 67.5%-44.2pp | 67.7%-44.3pp |
| Annual return | 10.50% | 21.70%-11.2pp | 66.67%-56.2pp | 35.66%-25.2pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $331 | $3,115-89.4% | $4,525-92.7% | $4,299-92.3% |
| Admin fee / account holder | $455 | $4,990-90.9% | $6,162-92.6% | $6,924-93.4% |