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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 | $2,247 | $112,729-98.0% | $98,716-97.7% | $137,256-98.4% |
| Participation rate | 12.5% | 74.2%-61.7pp | 69.3%-56.8pp | 80.0%-67.5pp |
| Annual return | 9.83% | 38.48%-28.7pp | 31.81%-22.0pp | 220.34%-210.5pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $279 | $4,640-94.0% | $4,048-93.1% | $6,407-95.6% |
| Admin fee / account holder | $2,037 | $10,129-79.9% | $8,703-76.6% | $12,270-83.4% |