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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 | $2,644 | $87,166-97.0% | $76,735-96.6% | $137,256-98.1% |
| Participation rate | 60.0% | 74.4%-14.4pp | 69.5%-9.5pp | 80.0%-20.0pp |
| Annual return | 8.24% | 26.50%-18.3pp | 29.77%-21.5pp | 220.34%-212.1pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $841 | $4,726-82.2% | $4,088-79.4% | $6,407-86.9% |
| Admin fee / account holder | $1,034 | $8,403-87.7% | $7,189-85.6% | $12,270-91.6% |