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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 | $2,689 | $72,426-96.3% | $67,560-96.0% | $145,897-98.2% |
| Participation rate | 12.5% | 76.9%-64.4pp | 72.9%-60.4pp | 80.3%-67.8pp |
| Annual return | 6.61% | 7226.78%-7220.2pp | 3533.50%-3526.9pp | 552.29%-545.7pp |
| Employer contribution / active EE | $401 | $3,074-86.9% | $2,737-85.3% | $4,663-91.4% |
| Participant deferral / active EE | $107 | $4,785-97.8% | $4,004-97.3% | $6,689-98.4% |
| Admin fee / account holder | $39,785 | $5,514+621.5% | $3,994+896.1% | $13,390+197.1% |