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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 | $2,415 | $180,749-98.7% | $160,784-98.5% | $137,256-98.2% |
| Participation rate | 57.1% | 80.0%-22.8pp | 77.0%-19.8pp | 80.0%-22.8pp |
| Annual return | 3.00% | 2234.46%-2231.5pp | 1803.92%-1800.9pp | 220.34%-217.3pp |
| Employer contribution / active EE | $655 | $4,155-84.2% | $3,733-82.4% | $4,156-84.2% |
| Participant deferral / active EE | $1,118 | $6,844-83.7% | $6,293-82.2% | $6,407-82.5% |
| Admin fee / account holder | $3,578 | $10,397-65.6% | $9,717-63.2% | $12,270-70.8% |