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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 | $3,081 | $109,967-97.2% | $97,197-96.8% | $145,877-97.9% |
| Participation rate | 55.6% | 76.0%-20.4pp | 72.7%-17.1pp | 80.3%-24.7pp |
| Annual return | 6.60% | 244.27%-237.7pp | 75.47%-68.9pp | 551.28%-544.7pp |
| Employer contribution / active EE | $1,010 | $3,077-67.2% | $2,723-62.9% | $4,663-78.3% |
| Participant deferral / active EE | $64 | $4,676-98.6% | $4,263-98.5% | $6,691-99.0% |
| Admin fee / account holder | $752 | $6,199-87.9% | $5,637-86.7% | $13,402-94.4% |