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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 | $3,423 | $111,785-96.9% | $93,669-96.3% | $145,877-97.7% |
| Participation rate | 11.1% | 74.2%-63.1pp | 68.7%-57.6pp | 80.3%-69.2pp |
| Annual return | 0.75% | 203.79%-203.0pp | 133.59%-132.8pp | 551.28%-550.5pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $92 | $4,919-98.1% | $4,416-97.9% | $6,691-98.6% |
| Admin fee / account holder | $2,214 | $10,256-78.4% | $8,291-73.3% | $13,402-83.5% |