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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 | $805 | $45,312-98.2% | $86,233-99.1% | $67,986-98.8% |
| Participation rate | 0.8% | 42.4%-41.7pp | 69.0%-68.3pp | 57.2%-56.5pp |
| Annual return | 3.80% | 24.79%-21.0pp | 61.39%-57.6pp | 31.67%-27.9pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $8 | $2,185-99.6% | $4,559-99.8% | $3,358-99.8% |
| Admin fee / account holder | $2,902 | $3,295-11.9% | $8,342-65.2% | $3,203-9.4% |