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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 | $2,221 | $72,465-96.9% | $67,575-96.7% | $145,884-98.5% |
| Participation rate | 37.5% | 76.9%-39.4pp | 72.9%-35.4pp | 80.3%-42.8pp |
| Annual return | 0.15% | 7222.56%-7222.4pp | 3528.98%-3528.8pp | 551.85%-551.7pp |
| Employer contribution / active EE | $528 | $3,074-82.8% | $2,736-80.7% | $4,662-88.7% |
| Participant deferral / active EE | $143 | $4,786-97.0% | $4,003-96.4% | $6,690-97.9% |
| Admin fee / account holder | $2,471 | $5,515-55.2% | $3,993-38.1% | $13,392-81.5% |