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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 | $3,023 | $85,024-96.4% | $70,544-95.7% | $139,466-97.8% |
| Participation rate | 21.7% | 73.9%-52.2pp | 68.4%-46.6pp | 80.3%-58.6pp |
| Annual return | -8.17% | 30.39%-38.6pp | 32.79%-41.0pp | 373.66%-381.8pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $645 | $5,891-89.1% | $4,568-85.9% | $6,712-90.4% |
| Admin fee / account holder | $534 | $8,928-94.0% | $6,427-91.7% | $11,409-95.3% |