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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 | $5,026 | $84,236-94.0% | $170,435-97.1% | $70,126-92.8% |
| Participation rate | 54.1% | 70.8%-16.8pp | 83.6%-29.5pp | 69.5%-15.5pp |
| Annual return | 9.17% | 23.06%-13.9pp | 205.94%-196.8pp | 73.15%-64.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $377 | $3,086-87.8% | $4,939-92.4% | $3,332-88.7% |
| Admin fee / account holder | $560 | $5,698-90.2% | $13,881-96.0% | $4,645-88.0% |