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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 | $7,060 | $217,432-96.8% | $185,849-96.2% | $167,536-95.8% |
| Participation rate | 12.5% | 86.1%-73.6pp | 81.7%-69.2pp | 82.1%-69.6pp |
| Annual return | 4.70% | 148.42%-143.7pp | 122.10%-117.4pp | 478.82%-474.1pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,477 | $6,357-76.8% | $5,569-73.5% | $6,342-76.7% |
| Admin fee / account holder | $975 | $19,818-95.1% | $16,244-94.0% | $12,315-92.1% |