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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 | $2,169 | $88,778-97.6% | $81,844-97.3% | $145,884-98.5% |
| Participation rate | 45.8% | 75.1%-29.2pp | 72.4%-26.5pp | 80.3%-34.5pp |
| Annual return | 5.50% | 1033.03%-1027.5pp | 778.87%-773.4pp | 551.85%-546.3pp |
| Employer contribution / active EE | $391 | $3,087-87.3% | $2,916-86.6% | $4,662-91.6% |
| Participant deferral / active EE | $532 | $4,648-88.6% | $4,323-87.7% | $6,690-92.0% |
| Admin fee / account holder | $6,247 | $8,430-25.9% | $7,355-15.1% | $13,392-53.4% |