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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 | $2,712 | $91,179-97.0% | $178,499-98.5% | $79,852-96.6% |
| Participation rate | 40.8% | 69.2%-28.4pp | 81.9%-41.1pp | 69.6%-28.8pp |
| Annual return | 7.13% | 24.19%-17.1pp | 151.10%-144.0pp | 31.72%-24.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $144 | $3,236-95.5% | $5,202-97.2% | $3,740-96.1% |
| Admin fee / account holder | $542 | $6,749-92.0% | $13,986-96.1% | $5,306-89.8% |