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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 | $1,184 | $117,895-99.0% | $102,460-98.8% | $145,897-99.2% |
| Participation rate | 36.4% | 78.6%-42.3pp | 76.5%-40.1pp | 80.3%-43.9pp |
| Annual return | 6.17% | 31.92%-25.8pp | 29.47%-23.3pp | 552.29%-546.1pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $394 | $5,736-93.1% | $5,056-92.2% | $6,689-94.1% |
| Admin fee / account holder | $585 | $13,353-95.6% | $9,460-93.8% | $13,390-95.6% |