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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 | $327 | $81,262-99.6% | $155,602-99.8% | $80,911-99.6% |
| Participation rate | 52.5% | 66.2%-13.7pp | 78.2%-25.7pp | 67.6%-15.1pp |
| Annual return | -0.97% | 33.34%-34.3pp | 64.81%-65.8pp | 35.63%-36.6pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $254 | $3,451-92.6% | $5,629-95.5% | $4,297-94.1% |
| Admin fee / account holder | $1,101 | $7,992-86.2% | $15,923-93.1% | $6,935-84.1% |