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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 | $2,348 | $178,174-98.7% | $156,181-98.5% | $137,256-98.3% |
| Participation rate | 17.4% | 82.0%-64.6pp | 78.8%-61.4pp | 80.0%-62.6pp |
| Annual return | 1.95% | 84.19%-82.2pp | 64.87%-62.9pp | 220.34%-218.4pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $145 | $6,888-97.9% | $6,132-97.6% | $6,407-97.7% |
| Admin fee / account holder | $548 | $17,404-96.9% | $14,586-96.2% | $12,270-95.5% |