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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 | $8,497 | $232,540-96.3% | $185,117-95.4% | $147,586-94.2% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 2.31% | 43.03%-40.7pp | 40.50%-38.2pp | 578.59%-576.3pp |
| Employer contribution / active EE | $1,485 | $5,195-71.4% | $4,182-64.5% | $4,876-69.6% |
| Participant deferral / active EE | $98 | $5,834-98.3% | $5,045-98.1% | $5,439-98.2% |
| Admin fee / account holder | $814 | $10,275-92.1% | $8,159-90.0% | $10,886-92.5% |