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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 | $2,005 | $58,627-96.6% | $76,735-97.4% | $82,448-97.6% |
| Participation rate | 10.9% | 63.2%-52.3pp | 69.5%-58.6pp | 68.1%-57.2pp |
| Annual return | 5.92% | 39.10%-33.2pp | 29.77%-23.8pp | 41.64%-35.7pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $151 | $3,134-95.2% | $4,088-96.3% | $4,139-96.3% |
| Admin fee / account holder | $1,678 | $5,323-68.5% | $7,189-76.7% | $7,234-76.8% |