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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 | $4,855 | $180,749-97.3% | $160,784-97.0% | $137,256-96.5% |
| Participation rate | 13.3% | 80.0%-66.6pp | 77.0%-63.6pp | 80.0%-66.6pp |
| Annual return | 9.81% | 2234.46%-2224.7pp | 1803.92%-1794.1pp | 220.34%-210.5pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $518 | $6,844-92.4% | $6,293-91.8% | $6,407-91.9% |
| Admin fee / account holder | $3,973 | $10,397-61.8% | $9,717-59.1% | $12,270-67.6% |