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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 | $3,802 | $77,492-95.1% | $100,398-96.2% | $80,911-95.3% |
| Participation rate | 31.5% | 76.9%-45.5pp | 81.5%-50.0pp | 67.6%-36.2pp |
| Annual return | 4.65% | 37.23%-32.6pp | 49.32%-44.7pp | 35.63%-31.0pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,946-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $492 | $6,817-92.8% | $8,084-93.9% | $4,297-88.6% |
| Admin fee / account holder | $667 | $5,892-88.7% | $7,893-91.5% | $6,935-90.4% |