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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 | $1,256 | $211,239-99.4% | $178,528-99.3% | $145,877-99.1% |
| Participation rate | 13.6% | 80.8%-67.2pp | 77.1%-63.5pp | 80.3%-66.7pp |
| Annual return | 4.30% | 30.22%-25.9pp | 27.11%-22.8pp | 551.28%-547.0pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $130 | $6,963-98.1% | $6,278-97.9% | $6,691-98.1% |
| Admin fee / account holder | $411 | $12,095-96.6% | $10,419-96.1% | $13,402-96.9% |