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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 | $3,510 | $111,830-96.9% | $93,696-96.3% | $145,884-97.6% |
| Participation rate | 23.5% | 74.2%-50.7pp | 68.7%-45.2pp | 80.3%-56.8pp |
| Annual return | 3.12% | 204.08%-201.0pp | 133.74%-130.6pp | 551.85%-548.7pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $207 | $4,920-95.8% | $4,417-95.3% | $6,690-96.9% |
| Admin fee / account holder | $375 | $10,249-96.3% | $8,287-95.5% | $13,392-97.2% |