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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 | $6,591 | $180,749-96.4% | $160,784-95.9% | $137,256-95.2% |
| Participation rate | 40.0% | 80.0%-40.0pp | 77.0%-37.0pp | 80.0%-40.0pp |
| Annual return | -4.18% | 2234.46%-2238.6pp | 1803.92%-1808.1pp | 220.34%-224.5pp |
| Employer contribution / active EE | $488 | $4,155-88.2% | $3,733-86.9% | $4,156-88.2% |
| Participant deferral / active EE | $1,025 | $6,844-85.0% | $6,293-83.7% | $6,407-84.0% |
| Admin fee / account holder | $7,392 | $10,397-28.9% | $9,717-23.9% | $12,270-39.8% |