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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 | $4,982 | $81,358-93.9% | $155,556-96.8% | $80,959-93.8% |
| Participation rate | 18.4% | 66.3%-47.8pp | 78.2%-59.8pp | 67.7%-49.2pp |
| Annual return | 1.26% | 33.39%-32.1pp | 64.84%-63.6pp | 35.67%-34.4pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $684 | $3,455-80.2% | $5,631-87.9% | $4,300-84.1% |
| Admin fee / account holder | $3,868 | $7,994-51.6% | $15,885-75.6% | $6,925-44.1% |