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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 | $582 | $77,574-99.2% | $108,753-99.5% | $86,983-99.3% |
| Participation rate | 5.9% | 62.3%-56.4pp | 71.1%-65.2pp | 69.5%-63.7pp |
| Annual return | 7.59% | 18.42%-10.8pp | 37.47%-29.9pp | 25.83%-18.2pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $36 | $3,128-98.8% | $4,115-99.1% | $4,194-99.1% |
| Admin fee / account holder | $1,283 | $6,529-80.4% | $10,320-87.6% | $7,856-83.7% |