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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 | $5,941 | $160,070-96.3% | $147,117-96.0% | $145,897-95.9% |
| Participation rate | 23.8% | 84.0%-60.2pp | 82.2%-58.4pp | 80.3%-56.5pp |
| Annual return | 3.70% | 98.69%-95.0pp | 420.54%-416.8pp | 552.29%-548.6pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $687 | $8,419-91.8% | $8,065-91.5% | $6,689-89.7% |
| Admin fee / account holder | $8,939 | $15,035-40.5% | $12,993-31.2% | $13,390-33.2% |