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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 | $11,029 | $112,933-90.2% | $90,970-87.9% | $158,982-93.1% |
| Participation rate | 59.1% | 74.7%-15.6pp | 69.0%-9.9pp | 82.0%-22.9pp |
| Annual return | 3.98% | 215.82%-211.8pp | 134.60%-130.6pp | 302.99%-299.0pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $62 | $4,128-98.5% | $3,373-98.2% | $5,983-99.0% |
| Admin fee / account holder | $637 | $8,047-92.1% | $5,961-89.3% | $11,252-94.3% |