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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 | $378 | $156,927-99.8% | $121,169-99.7% | $139,456-99.7% |
| Participation rate | 14.3% | 76.4%-62.2pp | 69.5%-55.2pp | 80.3%-66.0pp |
| Annual return | 2.56% | 1475.85%-1473.3pp | 986.71%-984.1pp | 373.45%-370.9pp |
| Employer contribution / active EE | $208 | $5,542-96.3% | $4,168-95.0% | $4,753-95.6% |
| Participant deferral / active EE | $214 | $4,848-95.6% | $4,083-94.8% | $6,711-96.8% |
| Admin fee / account holder | $1,355 | $6,946-80.5% | $5,645-76.0% | $11,407-88.1% |