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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 | $565 | $72,071-99.2% | $68,368-99.2% | $137,256-99.6% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.0%-55.0pp |
| Annual return | 3.27% | 353.14%-349.9pp | 292.57%-289.3pp | 220.34%-217.1pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $379 | $4,410-91.4% | $4,123-90.8% | $6,407-94.1% |
| Admin fee / account holder | $1,431 | $5,336-73.2% | $5,150-72.2% | $12,270-88.3% |