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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 | $9,635 | $80,812-88.1% | $160,784-94.0% | $82,448-88.3% |
| Participation rate | 42.3% | 66.2%-23.9pp | 77.0%-34.6pp | 68.1%-25.8pp |
| Annual return | 8.60% | 100.59%-92.0pp | 1803.92%-1795.3pp | 41.64%-33.0pp |
| Employer contribution / active EE | $633 | $2,174-70.9% | $3,733-83.0% | $2,551-75.2% |
| Participant deferral / active EE | $935 | $4,335-78.4% | $6,293-85.1% | $4,139-77.4% |
| Admin fee / account holder | $567 | $7,695-92.6% | $9,717-94.2% | $7,234-92.2% |