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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 | $1,488 | $72,446-97.9% | $67,561-97.8% | $145,877-99.0% |
| Participation rate | 55.6% | 76.9%-21.3pp | 72.9%-17.3pp | 80.3%-24.7pp |
| Annual return | 7.92% | 7211.98%-7204.1pp | 3525.44%-3517.5pp | 551.28%-543.4pp |
| Employer contribution / active EE | $758 | $3,072-75.3% | $2,735-72.3% | $4,663-83.7% |
| Participant deferral / active EE | $789 | $4,785-83.5% | $4,003-80.3% | $6,691-88.2% |
| Admin fee / account holder | $644 | $5,541-88.4% | $4,006-83.9% | $13,402-95.2% |