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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 | $6,691 | $180,749-96.3% | $160,784-95.8% | $137,256-95.1% |
| Participation rate | 30.0% | 80.0%-50.0pp | 77.0%-47.0pp | 80.0%-50.0pp |
| Annual return | 2.91% | 2234.46%-2231.6pp | 1803.92%-1801.0pp | 220.34%-217.4pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $174 | $6,844-97.5% | $6,293-97.2% | $6,407-97.3% |
| Admin fee / account holder | $50,654 | $10,397+387.2% | $9,717+421.3% | $12,270+312.8% |