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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 | $1,970 | $67,602-97.1% | $82,312-97.6% | $70,126-97.2% |
| Participation rate | 29.6% | 72.8%-43.1pp | 76.9%-47.3pp | 69.5%-39.9pp |
| Annual return | 11.75% | 21.57%-9.8pp | 25.88%-14.1pp | 73.15%-61.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $306 | $2,987-89.8% | $3,706-91.8% | $3,332-90.8% |
| Admin fee / account holder | $2,435 | $4,512-46.0% | $5,608-56.6% | $4,645-47.6% |