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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 | $616 | $96,678-99.4% | $86,640-99.3% | $139,466-99.6% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 4.58% | 106.69%-102.1pp | 592.52%-587.9pp | 373.66%-369.1pp |
| Employer contribution / active EE | $423 | $3,265-87.1% | $3,024-86.0% | $4,754-91.1% |
| Participant deferral / active EE | $487 | $4,837-89.9% | $4,438-89.0% | $6,712-92.7% |
| Admin fee / account holder | $951 | $6,410-85.2% | $5,616-83.1% | $11,409-91.7% |