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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 | $1,296 | $139,948-99.1% | $121,663-98.9% | $154,746-99.2% |
| Participation rate | 21.4% | 78.0%-56.6pp | 74.5%-53.1pp | 80.7%-59.3pp |
| Annual return | 3.00% | 230.52%-227.5pp | 147.54%-144.5pp | 172.34%-169.3pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $17 | $5,629-99.7% | $4,887-99.6% | $6,730-99.7% |
| Admin fee / account holder | $1,792 | $17,321-89.7% | $14,289-87.5% | $14,365-87.5% |