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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 | $333 | $64,010-99.5% | $108,359-99.7% | $64,340-99.5% |
| Participation rate | 1.3% | 49.4%-48.0pp | 70.1%-68.8pp | 55.2%-53.9pp |
| Annual return | 5.42% | 19.74%-14.3pp | 36.89%-31.5pp | 24.14%-18.7pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,399-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2 | $2,395-99.9% | $4,137-100.0% | $2,980-99.9% |
| Admin fee / account holder | $6,860 | $4,885+40.4% | $9,741-29.6% | $3,703+85.3% |