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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 | $203 | $112,729-99.8% | $98,716-99.8% | $137,256-99.9% |
| Participation rate | 69.2% | 74.2%-5.0pp | 69.3%-0.1pp | 80.0%-10.7pp |
| Annual return | 4.97% | 38.48%-33.5pp | 31.81%-26.8pp | 220.34%-215.4pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $258 | $4,640-94.4% | $4,048-93.6% | $6,407-96.0% |
| Admin fee / account holder | $1,343 | $10,129-86.7% | $8,703-84.6% | $12,270-89.1% |