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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 | $8,287 | $100,938-91.8% | $90,461-90.8% | $158,982-94.8% |
| Participation rate | 16.7% | 75.0%-58.4pp | 72.7%-56.0pp | 82.0%-65.3pp |
| Annual return | 1.23% | 1727.20%-1726.0pp | 1294.76%-1293.5pp | 302.99%-301.8pp |
| Employer contribution / active EE | $171 | $3,691-95.4% | $3,264-94.8% | $4,763-96.4% |
| Participant deferral / active EE | $31 | $4,350-99.3% | $3,964-99.2% | $5,983-99.5% |
| Admin fee / account holder | $2,622 | $6,510-59.7% | $5,617-53.3% | $11,252-76.7% |