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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 | $1,120 | $183,516-99.4% | $155,534-99.3% | $145,884-99.2% |
| Participation rate | 61.5% | 82.7%-21.2pp | 78.2%-16.7pp | 80.3%-18.8pp |
| Annual return | 1.53% | 61.43%-59.9pp | 64.92%-63.4pp | 551.85%-550.3pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $601 | $6,467-90.7% | $5,630-89.3% | $6,690-91.0% |
| Admin fee / account holder | $2,979 | $19,293-84.6% | $15,900-81.3% | $13,392-77.8% |