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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 | $111,785-96.9% | $93,669-96.3% | $145,877-97.6% |
| Participation rate | 23.5% | 74.2%-50.7pp | 68.7%-45.2pp | 80.3%-56.8pp |
| Annual return | 3.12% | 203.79%-200.7pp | 133.59%-130.5pp | 551.28%-548.2pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $207 | $4,919-95.8% | $4,416-95.3% | $6,691-96.9% |
| Admin fee / account holder | $375 | $10,256-96.3% | $8,291-95.5% | $13,402-97.2% |