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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 | $5,486 | $97,750-94.4% | $103,464-94.7% | $145,959-96.2% |
| Participation rate | 25.0% | 81.1%-56.1pp | 80.5%-55.5pp | 80.3%-55.3pp |
| Annual return | 6.77% | 25.43%-18.7pp | 23.91%-17.1pp | 561.95%-555.2pp |
| Employer contribution / active EE | $0 | $4,685-100.0% | $4,677-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $837 | $6,603-87.3% | $6,624-87.4% | $6,689-87.5% |
| Admin fee / account holder | $1,480 | $12,515-88.2% | $9,410-84.3% | $13,398-89.0% |