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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 | $12,595 | $209,424-94.0% | $178,510-92.9% | $158,988-92.1% |
| Participation rate | 65.0% | 86.4%-21.4pp | 81.9%-16.9pp | 82.0%-17.0pp |
| Annual return | 1.74% | 188.82%-187.1pp | 151.13%-149.4pp | 303.00%-301.3pp |
| Employer contribution / active EE | $1,219 | $5,707-78.6% | $5,011-75.7% | $4,763-74.4% |
| Participant deferral / active EE | $460 | $5,955-92.3% | $5,202-91.2% | $5,983-92.3% |
| Admin fee / account holder | $4,998 | $17,080-70.7% | $13,988-64.3% | $11,252-55.6% |