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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 | $169,336-98.3% | $129,384-97.8% | $145,884-98.0% |
| Participation rate | 26.3% | 76.5%-50.2pp | 69.6%-43.3pp | 80.3%-54.0pp |
| Annual return | 2.73% | 14408.70%-14406.0pp | 9461.77%-9459.0pp | 551.85%-549.1pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $211 | $4,985-95.8% | $4,166-94.9% | $6,690-96.8% |
| Admin fee / account holder | $1,201 | $9,912-87.9% | $7,686-84.4% | $13,392-91.0% |