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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 | $1,795 | $50,902-96.5% | $155,534-98.8% | $77,736-97.7% |
| Participation rate | 0.9% | 63.1%-62.2pp | 78.2%-77.3pp | 70.6%-69.7pp |
| Annual return | 11.52% | 34.85%-23.3pp | 64.92%-53.4pp | 31.26%-19.7pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $31 | $2,824-98.9% | $5,630-99.4% | $4,651-99.3% |
| Admin fee / account holder | $5,102 | $437+1067.6% | $15,900-67.9% | $433+1077.5% |