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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 | $4,388 | $96,388-95.4% | $80,627-94.6% | $139,466-96.9% |
| Participation rate | 20.0% | 73.6%-53.6pp | 67.0%-47.0pp | 80.3%-60.3pp |
| Annual return | -0.68% | 1352.08%-1352.8pp | 936.76%-937.4pp | 373.66%-374.3pp |
| Employer contribution / active EE | $403 | $3,260-87.6% | $2,723-85.2% | $4,754-91.5% |
| Participant deferral / active EE | $621 | $5,224-88.1% | $4,443-86.0% | $6,712-90.7% |
| Admin fee / account holder | $359 | $6,603-94.6% | $5,381-93.3% | $11,409-96.9% |