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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 | $6,724 | $114,093-94.1% | $96,171-93.0% | $167,536-96.0% |
| Participation rate | 42.9% | 75.1%-32.2pp | 68.4%-25.6pp | 82.1%-39.3pp |
| Annual return | 8.35% | 190.00%-181.6pp | 192.04%-183.7pp | 478.82%-470.5pp |
| Employer contribution / active EE | $399 | $3,429-88.4% | $2,799-85.7% | $4,839-91.8% |
| Participant deferral / active EE | $533 | $5,197-89.7% | $4,350-87.7% | $6,342-91.6% |
| Admin fee / account holder | $12,163 | $6,899+76.3% | $5,538+119.6% | $12,315-1.2% |