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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 | $2,864 | $169,361-98.3% | $129,397-97.8% | $145,877-98.0% |
| Participation rate | 26.3% | 76.5%-50.2pp | 69.6%-43.3pp | 80.3%-54.0pp |
| Annual return | 2.73% | 14395.54%-14392.8pp | 9453.98%-9451.2pp | 551.28%-548.6pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $211 | $4,987-95.8% | $4,167-94.9% | $6,691-96.8% |
| Admin fee / account holder | $1,201 | $9,903-87.9% | $7,679-84.4% | $13,402-91.0% |