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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 | $1,710 | $81,476-97.9% | $102,383-98.3% | $80,925-97.9% |
| Participation rate | 11.8% | 66.8%-55.0pp | 74.5%-62.7pp | 67.7%-55.8pp |
| Annual return | -0.78% | 25.59%-26.4pp | 24.94%-25.7pp | 35.65%-36.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $206 | $3,871-94.7% | $5,060-95.9% | $4,299-95.2% |
| Admin fee / account holder | $5,218 | $6,717-22.3% | $8,391-37.8% | $6,940-24.8% |