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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 | $1,765 | $99,053-98.2% | $88,179-98.0% | $138,895-98.7% |
| Participation rate | 20.0% | 74.2%-54.2pp | 69.1%-49.1pp | 79.9%-59.9pp |
| Annual return | 9.81% | 78.17%-68.4pp | 64.97%-55.2pp | 145.39%-135.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $313 | $5,225-94.0% | $4,614-93.2% | $6,396-95.1% |
| Admin fee / account holder | $3,010 | $8,748-65.6% | $7,673-60.8% | $12,562-76.0% |