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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 | $7,256 | $162,136-95.5% | $152,301-95.2% | $154,746-95.3% |
| Participation rate | 31.6% | 84.1%-52.5pp | 82.4%-50.9pp | 80.7%-49.1pp |
| Annual return | 4.54% | 91.02%-86.5pp | 80.50%-76.0pp | 172.34%-167.8pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $786 | $8,341-90.6% | $8,004-90.2% | $6,730-88.3% |
| Admin fee / account holder | $565 | $15,759-96.4% | $14,398-96.1% | $14,365-96.1% |