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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 | $3,288 | $39,126-91.6% | $57,181-94.2% | $62,891-94.8% |
| Participation rate | 27.3% | 70.5%-43.2pp | 75.3%-48.1pp | 69.3%-42.0pp |
| Annual return | -1.44% | 9.24%-10.7pp | 14.59%-16.0pp | 20.14%-21.6pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $521 | $2,374-78.1% | $3,096-83.2% | $3,203-83.7% |
| Admin fee / account holder | $365 | $2,593-85.9% | $3,139-88.4% | $4,296-91.5% |