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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 | $5,840 | $76,368-92.4% | $67,681-91.4% | $154,746-96.2% |
| Participation rate | 42.9% | 79.0%-36.1pp | 73.7%-30.9pp | 80.7%-37.8pp |
| Annual return | 0.81% | 1066.77%-1066.0pp | 590.58%-589.8pp | 172.34%-171.5pp |
| Employer contribution / active EE | $518 | $3,151-83.6% | $2,678-80.7% | $4,379-88.2% |
| Participant deferral / active EE | $660 | $4,824-86.3% | $3,976-83.4% | $6,730-90.2% |
| Admin fee / account holder | $817 | $8,559-90.5% | $6,100-86.6% | $14,365-94.3% |