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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 | $4,661 | $181,062-97.4% | $158,223-97.1% | $155,188-97.0% |
| Participation rate | 30.8% | 82.7%-51.9pp | 79.2%-48.4pp | 80.8%-50.0pp |
| Annual return | 1.83% | 57.39%-55.6pp | 52.09%-50.3pp | 148.84%-147.0pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $731 | $6,134-88.1% | $5,467-86.6% | $6,531-88.8% |
| Admin fee / account holder | $3,150 | $18,825-83.3% | $16,047-80.4% | $14,480-78.2% |