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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 | $7,591 | $106,001-92.8% | $92,235-91.8% | $147,585-94.9% |
| Participation rate | 44.4% | 80.4%-36.0pp | 76.5%-32.0pp | 82.8%-38.4pp |
| Annual return | 4.95% | 50.05%-45.1pp | 176.28%-171.3pp | 578.56%-573.6pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $978 | $4,478-78.2% | $3,897-74.9% | $5,439-82.0% |
| Admin fee / account holder | $430 | $6,332-93.2% | $5,194-91.7% | $10,885-96.0% |