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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 | $945 | $75,541-98.7% | $152,093-99.4% | $82,637-98.9% |
| Participation rate | 62.9% | 66.5%-3.7pp | 77.8%-14.9pp | 68.1%-5.2pp |
| Annual return | 9.53% | 32.56%-23.0pp | 66.36%-56.8pp | 53.51%-44.0pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $250 | $3,206-92.2% | $5,451-95.4% | $4,126-93.9% |
| Admin fee / account holder | $632 | $6,405-90.1% | $14,497-95.6% | $7,339-91.4% |