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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 | $2,162 | $217,432-99.0% | $185,849-98.8% | $167,536-98.7% |
| Participation rate | 8.7% | 86.1%-77.4pp | 81.7%-73.0pp | 82.1%-73.4pp |
| Annual return | 7.39% | 148.42%-141.0pp | 122.10%-114.7pp | 478.82%-471.4pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $174 | $6,357-97.3% | $5,569-96.9% | $6,342-97.3% |
| Admin fee / account holder | $577 | $19,818-97.1% | $16,244-96.4% | $12,315-95.3% |