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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 | $88,996-97.0% | $78,004-96.6% | $138,895-98.1% |
| Participation rate | 60.0% | 74.4%-14.4pp | 69.4%-9.4pp | 79.9%-19.9pp |
| Annual return | 8.24% | 28.03%-19.8pp | 31.07%-22.8pp | 145.39%-137.2pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $841 | $4,724-82.2% | $4,092-79.4% | $6,396-86.8% |
| Admin fee / account holder | $1,034 | $8,807-88.3% | $7,578-86.4% | $12,562-91.8% |