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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 | $2,619 | $176,105-98.5% | $159,474-98.4% | $167,536-98.4% |
| Participation rate | 16.7% | 85.0%-68.3pp | 82.8%-66.2pp | 82.1%-65.4pp |
| Annual return | 2.37% | 331.91%-329.5pp | 263.68%-261.3pp | 478.82%-476.4pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $209 | $7,751-97.3% | $7,353-97.2% | $6,342-96.7% |
| Admin fee / account holder | $490 | $12,559-96.1% | $10,802-95.5% | $12,315-96.0% |