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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 | $9,475 | $134,817-93.0% | $123,973-92.4% | $155,188-93.9% |
| Participation rate | 36.4% | 79.4%-43.0pp | 76.7%-40.3pp | 80.8%-44.4pp |
| Annual return | 1.23% | 515.49%-514.3pp | 388.13%-386.9pp | 148.84%-147.6pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $563 | $5,706-90.1% | $5,247-89.3% | $6,531-91.4% |
| Admin fee / account holder | $56,121 | $13,245+323.7% | $11,799+375.6% | $14,480+287.6% |