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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 | $2,283 | $102,663-97.8% | $86,216-97.4% | $139,466-98.4% |
| Participation rate | 27.3% | 74.5%-47.2pp | 69.0%-41.7pp | 80.3%-53.1pp |
| Annual return | 6.09% | 1924.52%-1918.4pp | 1169.42%-1163.3pp | 373.66%-367.6pp |
| Employer contribution / active EE | $812 | $3,035-73.3% | $2,382-65.9% | $4,754-82.9% |
| Participant deferral / active EE | $829 | $4,677-82.3% | $3,986-79.2% | $6,712-87.7% |
| Admin fee / account holder | $2,316 | $8,663-73.3% | $6,853-66.2% | $11,409-79.7% |