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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 | $1,875 | $90,489-97.9% | $76,051-97.5% | $145,978-98.7% |
| Participation rate | 44.4% | 74.5%-30.0pp | 69.1%-24.6pp | 80.3%-35.8pp |
| Annual return | 5.95% | 622.78%-616.8pp | 360.42%-354.5pp | 550.52%-544.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,690-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $282 | $5,164-94.5% | $4,257-93.4% | $6,690-95.8% |
| Admin fee / account holder | $421 | $8,374-95.0% | $6,416-93.4% | $13,400-96.9% |