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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 | $8,566 | $60,119-85.8% | $90,414-90.5% | $79,860-89.3% |
| Participation rate | 41.2% | 65.0%-23.8pp | 72.7%-31.5pp | 69.6%-28.5pp |
| Annual return | 9.06% | 71.94%-62.9pp | 1293.19%-1284.1pp | 31.72%-22.7pp |
| Employer contribution / active EE | $261 | $2,068-87.4% | $3,262-92.0% | $2,471-89.4% |
| Participant deferral / active EE | $447 | $2,938-84.8% | $3,963-88.7% | $3,740-88.0% |
| Admin fee / account holder | $745 | $3,976-81.3% | $5,611-86.7% | $5,306-86.0% |