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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 | $4,821 | $109,863-95.6% | $98,477-95.1% | $167,518-97.1% |
| Participation rate | 36.4% | 75.8%-39.5pp | 73.3%-37.0pp | 82.1%-45.7pp |
| Annual return | 4.93% | 1958.09%-1953.2pp | 1493.59%-1488.7pp | 478.71%-473.8pp |
| Employer contribution / active EE | $439 | $3,225-86.4% | $2,961-85.2% | $4,838-90.9% |
| Participant deferral / active EE | $766 | $4,673-83.6% | $4,276-82.1% | $6,342-87.9% |
| Admin fee / account holder | $2,037 | $6,755-69.8% | $5,951-65.8% | $12,312-83.5% |