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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 | $7,669 | $99,011-92.3% | $86,582-91.1% | $147,586-94.8% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 3.96% | 1312.75%-1308.8pp | 965.08%-961.1pp | 578.59%-574.6pp |
| Employer contribution / active EE | $1,208 | $3,132-61.4% | $2,839-57.5% | $4,876-75.2% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,489 | $5,709-21.4% | $4,904-8.5% | $10,886-58.8% |