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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 | $1,967 | $115,225-98.3% | $100,712-98.0% | $138,895-98.6% |
| Participation rate | 55.6% | 74.3%-18.8pp | 69.3%-13.7pp | 79.9%-24.4pp |
| Annual return | 8.40% | 40.35%-32.0pp | 33.27%-24.9pp | 145.39%-137.0pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $614 | $4,699-86.9% | $4,085-85.0% | $6,396-90.4% |
| Admin fee / account holder | $759 | $10,844-93.0% | $9,256-91.8% | $12,562-94.0% |