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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 | $4,203 | $78,690-94.7% | $161,489-97.4% | $87,485-95.2% |
| Participation rate | 24.4% | 67.5%-43.0pp | 78.7%-54.3pp | 68.9%-44.5pp |
| Annual return | 0.43% | 32.74%-32.3pp | 89.72%-89.3pp | 26.06%-25.6pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $457 | $3,311-86.2% | $5,630-91.9% | $4,274-89.3% |
| Admin fee / account holder | $880 | $6,724-86.9% | $16,006-94.5% | $7,775-88.7% |