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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 | $1,778 | $149,040-98.8% | $120,225-98.5% | $137,256-98.7% |
| Participation rate | 22.2% | 75.4%-53.2pp | 69.6%-47.4pp | 80.0%-57.7pp |
| Annual return | 9.17% | 605.68%-596.5pp | 439.23%-430.1pp | 220.34%-211.2pp |
| Employer contribution / active EE | $33 | $4,350-99.2% | $3,475-99.0% | $4,156-99.2% |
| Participant deferral / active EE | $27 | $4,655-99.4% | $3,999-99.3% | $6,407-99.6% |
| Admin fee / account holder | $305 | $6,348-95.2% | $5,696-94.6% | $12,270-97.5% |