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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 | $4,947 | $77,145-93.6% | $108,410-95.4% | $85,856-94.2% |
| Participation rate | 22.6% | 74.7%-52.0pp | 80.1%-57.5pp | 69.3%-46.7pp |
| Annual return | 8.38% | 44.54%-36.2pp | 905.34%-897.0pp | 318.58%-310.2pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $781 | $5,566-86.0% | $6,562-88.1% | $3,952-80.2% |
| Admin fee / account holder | $321 | $5,172-93.8% | $7,296-95.6% | $6,261-94.9% |