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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 | $2,702 | $111,535-97.6% | $105,223-97.4% | $137,256-98.0% |
| Participation rate | 22.2% | 78.1%-55.9pp | 75.0%-52.8pp | 80.0%-57.7pp |
| Annual return | 4.89% | 237.85%-233.0pp | 180.65%-175.8pp | 220.34%-215.4pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $462 | $5,500-91.6% | $5,072-90.9% | $6,407-92.8% |
| Admin fee / account holder | $6,578 | $9,721-32.3% | $8,859-25.7% | $12,270-46.4% |