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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 | $484 | $70,366-99.3% | $66,674-99.3% | $138,895-99.7% |
| Participation rate | 52.4% | 76.2%-23.8pp | 73.7%-21.3pp | 79.9%-27.5pp |
| Annual return | 11.92% | 386.41%-374.5pp | 321.24%-309.3pp | 145.39%-133.5pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $373 | $4,374-91.5% | $4,084-90.9% | $6,396-94.2% |
| Admin fee / account holder | $2,767 | $5,262-47.4% | $5,098-45.7% | $12,562-78.0% |