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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 | $5,355 | $109,872-95.1% | $98,483-94.6% | $167,536-96.8% |
| Participation rate | 65.0% | 75.8%-10.8pp | 73.3%-8.3pp | 82.1%-17.1pp |
| Annual return | 5.78% | 1959.31%-1953.5pp | 1494.38%-1488.6pp | 478.82%-473.0pp |
| Employer contribution / active EE | $2,638 | $3,225-18.2% | $2,961-10.9% | $4,839-45.5% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,491 | $6,757-33.5% | $5,953-24.6% | $12,315-63.5% |