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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 | $256 | $174,379-99.9% | $152,093-99.8% | $138,895-99.8% |
| Participation rate | 52.4% | 81.6%-29.3pp | 77.8%-25.4pp | 79.9%-27.5pp |
| Annual return | 6.96% | 74.86%-67.9pp | 66.36%-59.4pp | 145.39%-138.4pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $288 | $6,159-95.3% | $5,451-94.7% | $6,396-95.5% |
| Admin fee / account holder | $1,136 | $16,880-93.3% | $14,497-92.2% | $12,562-91.0% |