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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 | $3,844 | $93,064-95.9% | $74,577-94.8% | $273,972-98.6% |
| Participation rate | 50.0% | 74.9%-24.9pp | 68.1%-18.1pp | 83.0%-33.0pp |
| Annual return | 1.58% | 26.18%-24.6pp | 20.47%-18.9pp | 41.46%-39.9pp |
| Employer contribution / active EE | $76 | $3,160-97.6% | $2,525-97.0% | $4,869-98.4% |
| Participant deferral / active EE | $305 | $4,160-92.7% | $3,458-91.2% | $5,287-94.2% |
| Admin fee / account holder | $13,406 | $5,273+154.2% | $4,138+224.0% | $10,133+32.3% |