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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 | $2,419 | $65,434-96.3% | $98,483-97.5% | $85,847-97.2% |
| Participation rate | 61.4% | 65.0%-3.7pp | 73.3%-12.0pp | 69.3%-8.0pp |
| Annual return | 8.07% | 21.75%-13.7pp | 1494.38%-1486.3pp | 318.61%-310.5pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $408 | $3,168-87.1% | $4,276-90.5% | $3,952-89.7% |
| Admin fee / account holder | $363 | $4,595-92.1% | $5,953-93.9% | $6,261-94.2% |