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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 | $2,617 | $160,028-98.4% | $147,080-98.2% | $145,884-98.2% |
| Participation rate | 14.3% | 84.0%-69.7pp | 82.2%-67.9pp | 80.3%-66.0pp |
| Annual return | 2.90% | 98.60%-95.7pp | 420.17%-417.3pp | 551.85%-548.9pp |
| Employer contribution / active EE | $1,115 | $5,286-78.9% | $4,933-77.4% | $4,662-76.1% |
| Participant deferral / active EE | $420 | $8,422-95.0% | $8,066-94.8% | $6,690-93.7% |
| Admin fee / account holder | $63,517 | $15,030+322.6% | $12,989+389.0% | $13,392+374.3% |