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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 | $5,746 | $58,493-90.2% | $84,023-93.2% | $72,976-92.1% |
| Participation rate | 4.7% | 61.2%-56.5pp | 69.0%-64.3pp | 69.5%-64.8pp |
| Annual return | 15.00% | 28.93%-13.9pp | 71.32%-56.3pp | 81.02%-66.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $36 | $2,394-98.5% | $3,239-98.9% | $3,608-99.0% |
| Admin fee / account holder | $782 | $4,569-82.9% | $6,102-87.2% | $5,124-84.7% |