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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 | $370 | $95,404-99.6% | $113,397-99.7% | $82,637-99.6% |
| Participation rate | 48.0% | 72.8%-24.8pp | 76.5%-28.5pp | 68.1%-20.1pp |
| Annual return | 2.62% | 19.08%-16.5pp | 23.20%-20.6pp | 53.51%-50.9pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $178 | $4,220-95.8% | $5,076-96.5% | $4,126-95.7% |
| Admin fee / account holder | $978 | $9,168-89.3% | $11,957-91.8% | $7,339-86.7% |