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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 | $3,669 | $71,215-94.8% | $93,696-96.1% | $80,935-95.5% |
| Participation rate | 14.3% | 60.4%-46.1pp | 68.7%-54.4pp | 67.7%-53.4pp |
| Annual return | 7.00% | 11.27%-4.3pp | 133.74%-126.7pp | 35.66%-28.7pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $226 | $4,037-94.4% | $4,417-94.9% | $4,299-94.8% |
| Admin fee / account holder | $607 | $6,958-91.3% | $8,287-92.7% | $6,924-91.2% |