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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 | $30,893 | $198,462-84.4% | $170,439-81.9% | $147,585-79.1% |
| Participation rate | 64.3% | 88.0%-23.7pp | 83.6%-19.3pp | 82.8%-18.5pp |
| Annual return | 0.91% | 257.30%-256.4pp | 205.94%-205.0pp | 578.58%-577.7pp |
| Employer contribution / active EE | $4,141 | $6,184-33.0% | $5,433-23.8% | $4,876-15.1% |
| Participant deferral / active EE | $1,714 | $5,629-69.5% | $4,939-65.3% | $5,439-68.5% |
| Admin fee / account holder | $404 | $16,852-97.6% | $13,881-97.1% | $10,886-96.3% |