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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 | $5,568 | $55,446-90.0% | $155,574-96.4% | $74,429-92.5% |
| Participation rate | 37.6% | 61.9%-24.3pp | 78.2%-40.6pp | 67.2%-29.6pp |
| Annual return | 9.26% | 269.20%-259.9pp | 64.87%-55.6pp | 1368.38%-1359.1pp |
| Employer contribution / active EE | $372 | $2,266-83.6% | $4,676-92.0% | $2,625-85.8% |
| Participant deferral / active EE | $452 | $2,836-84.1% | $5,629-92.0% | $4,348-89.6% |
| Admin fee / account holder | $1,984 | $1,743+13.8% | $15,914-87.5% | $1,944+2.0% |