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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 | $284 | $70,366-99.6% | $66,674-99.6% | $138,895-99.8% |
| Participation rate | 54.5% | 76.2%-21.6pp | 73.7%-19.1pp | 79.9%-25.4pp |
| Annual return | 4.29% | 386.41%-382.1pp | 321.24%-316.9pp | 145.39%-141.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $317 | $4,374-92.8% | $4,084-92.2% | $6,396-95.0% |
| Admin fee / account holder | $446 | $5,262-91.5% | $5,098-91.3% | $12,562-96.5% |