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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 | $2,461 | $72,446-96.6% | $67,561-96.4% | $145,877-98.3% |
| Participation rate | 33.3% | 76.9%-43.5pp | 72.9%-39.6pp | 80.3%-47.0pp |
| Annual return | 6.25% | 7211.98%-7205.7pp | 3525.44%-3519.2pp | 551.28%-545.0pp |
| Employer contribution / active EE | $469 | $3,072-84.7% | $2,735-82.9% | $4,663-89.9% |
| Participant deferral / active EE | $690 | $4,785-85.6% | $4,003-82.8% | $6,691-89.7% |
| Admin fee / account holder | $18,556 | $5,541+234.9% | $4,006+363.2% | $13,402+38.5% |