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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 | $5,455 | $111,535-95.1% | $105,223-94.8% | $137,256-96.0% |
| Participation rate | 7.1% | 78.1%-70.9pp | 75.0%-67.9pp | 80.0%-72.8pp |
| Annual return | 5.67% | 237.85%-232.2pp | 180.65%-175.0pp | 220.34%-214.7pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,356 | $5,500-75.3% | $5,072-73.3% | $6,407-78.8% |
| Admin fee / account holder | $15,414 | $9,721+58.6% | $8,859+74.0% | $12,270+25.6% |