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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 | $4,418 | $60,349-92.7% | $74,184-94.0% | $62,881-93.0% |
| Participation rate | 8.0% | 72.7%-64.7pp | 76.6%-68.6pp | 69.3%-61.3pp |
| Annual return | -0.10% | 21.38%-21.5pp | 17.74%-17.8pp | 20.14%-20.2pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $275 | $2,856-90.4% | $3,550-92.3% | $3,203-91.4% |
| Admin fee / account holder | $5,949 | $4,261+39.6% | $5,586+6.5% | $4,296+38.5% |