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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 | $1,689 | $111,787-98.5% | $93,681-98.2% | $145,978-98.8% |
| Participation rate | 27.3% | 74.2%-47.0pp | 68.7%-41.5pp | 80.3%-53.0pp |
| Annual return | 5.06% | 203.52%-198.5pp | 133.47%-128.4pp | 550.52%-545.5pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $75 | $4,918-98.5% | $4,415-98.3% | $6,690-98.9% |
| Admin fee / account holder | $868 | $10,256-91.5% | $8,290-89.5% | $13,400-93.5% |