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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 | $4,628 | $111,830-95.9% | $93,696-95.1% | $145,884-96.8% |
| Participation rate | 29.2% | 74.2%-45.1pp | 68.7%-39.6pp | 80.3%-51.1pp |
| Annual return | 0.08% | 204.08%-204.0pp | 133.74%-133.7pp | 551.85%-551.8pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $656 | $4,920-86.7% | $4,417-85.1% | $6,690-90.2% |
| Admin fee / account holder | $427 | $10,249-95.8% | $8,287-94.9% | $13,392-96.8% |