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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 | $5,589 | $100,911-94.5% | $90,440-93.8% | $158,966-96.5% |
| Participation rate | 27.3% | 75.0%-47.8pp | 72.7%-45.4pp | 82.0%-54.7pp |
| Annual return | 1.93% | 1726.62%-1724.7pp | 1294.38%-1292.5pp | 302.95%-301.0pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $479 | $4,348-89.0% | $3,964-87.9% | $5,983-92.0% |
| Admin fee / account holder | $2,097 | $6,507-67.8% | $5,615-62.7% | $11,250-81.4% |