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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 | $114,013-99.8% | $103,693-99.7% | $155,188-99.8% |
| Participation rate | 54.5% | 75.2%-20.7pp | 72.6%-18.1pp | 80.8%-26.3pp |
| Annual return | 4.29% | 49.31%-45.0pp | 47.61%-43.3pp | 148.84%-144.5pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $317 | $4,970-93.6% | $4,579-93.1% | $6,531-95.1% |
| Admin fee / account holder | $446 | $8,407-94.7% | $7,858-94.3% | $14,480-96.9% |