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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 | $932 | $58,241-98.4% | $81,780-98.9% | $80,911-98.8% |
| Participation rate | 65.1% | 63.4%+1.7pp | 72.4%-7.2pp | 67.6%-2.5pp |
| Annual return | 4.82% | 41.73%-36.9pp | 776.27%-771.4pp | 35.63%-30.8pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $299 | $3,283-90.9% | $4,321-93.1% | $4,297-93.0% |
| Admin fee / account holder | $737 | $4,973-85.2% | $7,384-90.0% | $6,935-89.4% |