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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 | $799 | $112,729-99.3% | $98,716-99.2% | $137,256-99.4% |
| Participation rate | 27.8% | 74.2%-46.4pp | 69.3%-41.5pp | 80.0%-52.2pp |
| Annual return | 5.87% | 38.48%-32.6pp | 31.81%-25.9pp | 220.34%-214.5pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $47 | $4,640-99.0% | $4,048-98.8% | $6,407-99.3% |
| Admin fee / account holder | $422 | $10,129-95.8% | $8,703-95.1% | $12,270-96.6% |