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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 | $3,262 | $56,894-94.3% | $84,751-96.2% | $62,891-94.8% |
| Participation rate | 41.2% | 68.5%-27.4pp | 76.6%-35.4pp | 69.3%-28.1pp |
| Annual return | 1.03% | 6.30%-5.3pp | 22.78%-21.8pp | 20.14%-19.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $818 | $2,709-69.8% | $3,712-78.0% | $3,203-74.5% |
| Admin fee / account holder | $3,146 | $3,581-12.2% | $5,333-41.0% | $4,296-26.8% |