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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 | $1,004 | $115,225-99.1% | $100,712-99.0% | $138,895-99.3% |
| Participation rate | 31.3% | 74.3%-43.1pp | 69.3%-38.0pp | 79.9%-48.7pp |
| Annual return | 8.75% | 40.35%-31.6pp | 33.27%-24.5pp | 145.39%-136.6pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $575 | $4,699-87.8% | $4,085-85.9% | $6,396-91.0% |
| Admin fee / account holder | $3,422 | $10,844-68.4% | $9,256-63.0% | $12,562-72.8% |