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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 | $7,939 | $134,817-94.1% | $123,973-93.6% | $155,188-94.9% |
| Participation rate | 46.2% | 79.4%-33.2pp | 76.7%-30.5pp | 80.8%-34.6pp |
| Annual return | 0.28% | 515.49%-515.2pp | 388.13%-387.8pp | 148.84%-148.6pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4 | $5,706-99.9% | $5,247-99.9% | $6,531-99.9% |
| Admin fee / account holder | $1,689 | $13,245-87.2% | $11,799-85.7% | $14,480-88.3% |