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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 | $3,801 | $99,011-96.2% | $86,582-95.6% | $147,586-97.4% |
| Participation rate | 54.5% | 76.3%-21.8pp | 73.5%-19.0pp | 82.8%-28.3pp |
| Annual return | 6.37% | 1312.75%-1306.4pp | 965.08%-958.7pp | 578.59%-572.2pp |
| Employer contribution / active EE | $184 | $3,132-94.1% | $2,839-93.5% | $4,876-96.2% |
| Participant deferral / active EE | $237 | $3,972-94.0% | $3,609-93.4% | $5,439-95.6% |
| Admin fee / account holder | $979 | $5,709-82.9% | $4,904-80.0% | $10,886-91.0% |