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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 | $8,558 | $134,817-93.7% | $123,973-93.1% | $155,188-94.5% |
| Participation rate | 17.6% | 79.4%-61.8pp | 76.7%-59.0pp | 80.8%-63.2pp |
| Annual return | 0.82% | 515.49%-514.7pp | 388.13%-387.3pp | 148.84%-148.0pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $14 | $5,706-99.7% | $5,247-99.7% | $6,531-99.8% |
| Admin fee / account holder | $100,319 | $13,245+657.4% | $11,799+750.2% | $14,480+592.8% |