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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 | $1,319 | $37,156-96.4% | $83,854-98.4% | $86,983-98.5% |
| Participation rate | 30.6% | 49.1%-18.4pp | 59.1%-28.5pp | 69.5%-38.9pp |
| Annual return | 10.49% | 29.88%-19.4pp | 31.39%-20.9pp | 25.83%-15.3pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $110 | $1,418-92.3% | $2,035-94.6% | $4,194-97.4% |
| Admin fee / account holder | $360 | $2,510-85.7% | $3,197-88.8% | $7,856-95.4% |