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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 | $2,817 | $98,766-97.1% | $149,730-98.1% | $79,852-96.5% |
| Participation rate | 21.6% | 75.8%-54.2pp | 82.5%-60.9pp | 69.6%-48.0pp |
| Annual return | 7.45% | 27.43%-20.0pp | 276.70%-269.3pp | 31.72%-24.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $325 | $5,681-94.3% | $6,843-95.3% | $3,740-91.3% |
| Admin fee / account holder | $551 | $6,052-90.9% | $9,310-94.1% | $5,306-89.6% |