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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 | $1,022 | $48,011-97.9% | $63,803-98.4% | $82,637-98.8% |
| Participation rate | 43.8% | 66.6%-22.8pp | 72.7%-29.0pp | 68.1%-24.3pp |
| Annual return | 7.91% | 19.84%-11.9pp | 543.72%-535.8pp | 53.51%-45.6pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $347 | $2,846-87.8% | $3,843-91.0% | $4,126-91.6% |
| Admin fee / account holder | $562 | $3,873-85.5% | $5,196-89.2% | $7,339-92.3% |