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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 | $71,208-94.4% | $93,681-95.8% | $80,911-95.1% |
| Participation rate | 4.3% | 60.4%-56.1pp | 68.7%-64.4pp | 67.6%-63.3pp |
| Annual return | 3.41% | 11.27%-7.9pp | 133.47%-130.1pp | 35.63%-32.2pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $118 | $4,035-97.1% | $4,415-97.3% | $4,297-97.3% |
| Admin fee / account holder | $7,885 | $6,951+13.4% | $8,290-4.9% | $6,935+13.7% |