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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 | $3,971 | $71,230-94.4% | $93,727-95.8% | $80,959-95.1% |
| Participation rate | 4.3% | 60.4%-56.1pp | 68.7%-64.4pp | 67.7%-63.4pp |
| Annual return | 3.41% | 11.26%-7.8pp | 133.83%-130.4pp | 35.67%-32.3pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $118 | $4,037-97.1% | $4,417-97.3% | $4,300-97.3% |
| Admin fee / account holder | $7,885 | $6,961+13.3% | $8,292-4.9% | $6,925+13.9% |