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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 | $1,226 | $58,627-97.9% | $76,735-98.4% | $82,448-98.5% |
| Participation rate | 51.9% | 63.2%-11.4pp | 69.5%-17.6pp | 68.1%-16.2pp |
| Annual return | 11.97% | 39.10%-27.1pp | 29.77%-17.8pp | 41.64%-29.7pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $416 | $3,134-86.7% | $4,088-89.8% | $4,139-90.0% |
| Admin fee / account holder | $543 | $5,323-89.8% | $7,189-92.5% | $7,234-92.5% |