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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 | $2,409 | $64,311-96.3% | $57,356-95.8% | $125,389-98.1% |
| Participation rate | 20.0% | 78.6%-58.6pp | 75.1%-55.1pp | 83.2%-63.2pp |
| Annual return | -6.02% | 25.14%-31.2pp | 24.41%-30.4pp | 282.24%-288.3pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $311 | $3,846-91.9% | $3,162-90.2% | $5,352-94.2% |
| Admin fee / account holder | $369 | $5,243-93.0% | $3,357-89.0% | $9,541-96.1% |