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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 | $4,415 | $64,890-93.2% | $134,172-96.7% | $67,986-93.5% |
| Participation rate | 0.5% | 48.5%-48.1pp | 72.5%-72.0pp | 57.2%-56.7pp |
| Annual return | 7.51% | 16.12%-8.6pp | 25.30%-17.8pp | 31.67%-24.2pp |
| Employer contribution / active EE | $0 | $1,360-100.0% | $3,420-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3 | $2,289-99.9% | $4,690-99.9% | $3,358-99.9% |
| Admin fee / account holder | $4,520 | $3,140+43.9% | $12,016-62.4% | $3,203+41.1% |