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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 | $76,368-97.2% | $67,681-96.9% | $154,746-98.6% |
| Participation rate | 33.3% | 79.0%-45.6pp | 73.7%-40.4pp | 80.7%-47.4pp |
| Annual return | 7.52% | 1066.77%-1059.3pp | 590.58%-583.1pp | 172.34%-164.8pp |
| Employer contribution / active EE | $481 | $3,151-84.7% | $2,678-82.0% | $4,379-89.0% |
| Participant deferral / active EE | $251 | $4,824-94.8% | $3,976-93.7% | $6,730-96.3% |
| Admin fee / account holder | $799 | $8,559-90.7% | $6,100-86.9% | $14,365-94.4% |