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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 | $2,131 | $68,097-96.9% | $62,929-96.6% | $137,256-98.4% |
| Participation rate | 33.3% | 77.4%-44.1pp | 73.1%-39.8pp | 80.0%-46.6pp |
| Annual return | 7.52% | 1859.11%-1851.6pp | 1063.93%-1056.4pp | 220.34%-212.8pp |
| Employer contribution / active EE | $481 | $2,811-82.9% | $2,505-80.8% | $4,156-88.4% |
| Participant deferral / active EE | $251 | $4,553-94.5% | $3,888-93.5% | $6,407-96.1% |
| Admin fee / account holder | $799 | $6,521-87.7% | $5,065-84.2% | $12,270-93.5% |