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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 | $1,984 | $109,872-98.2% | $98,483-98.0% | $167,536-98.8% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 4.36% | 1959.31%-1955.0pp | 1494.38%-1490.0pp | 478.82%-474.5pp |
| Employer contribution / active EE | $396 | $3,225-87.7% | $2,961-86.6% | $4,839-91.8% |
| Participant deferral / active EE | $595 | $4,673-87.3% | $4,276-86.1% | $6,342-90.6% |
| Admin fee / account holder | $716 | $6,757-89.4% | $5,953-88.0% | $12,315-94.2% |