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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 | $3,928 | $67,894-94.2% | $89,340-95.6% | $82,448-95.2% |
| Participation rate | 32.5% | 64.0%-31.5pp | 69.6%-37.1pp | 68.1%-35.6pp |
| Annual return | 9.63% | 19.21%-9.6pp | 20.57%-10.9pp | 41.64%-32.0pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $397 | $3,072-87.1% | $3,823-89.6% | $4,139-90.4% |
| Admin fee / account holder | $2,377 | $5,723-58.5% | $6,704-64.5% | $7,234-67.1% |