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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 | $1,804 | $93,064-98.1% | $74,577-97.6% | $273,972-99.3% |
| Participation rate | 38.9% | 74.9%-36.1pp | 68.1%-29.2pp | 83.0%-44.1pp |
| Annual return | -0.43% | 26.18%-26.6pp | 20.47%-20.9pp | 41.46%-41.9pp |
| Employer contribution / active EE | $146 | $3,160-95.4% | $2,525-94.2% | $4,869-97.0% |
| Participant deferral / active EE | $223 | $4,160-94.6% | $3,458-93.6% | $5,287-95.8% |
| Admin fee / account holder | $454 | $5,273-91.4% | $4,138-89.0% | $10,133-95.5% |