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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 | $10,702 | $209,422-94.9% | $178,503-94.0% | $158,982-93.3% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 4.97% | 188.81%-183.8pp | 151.12%-146.1pp | 302.99%-298.0pp |
| Employer contribution / active EE | $1,329 | $5,707-76.7% | $5,011-73.5% | $4,763-72.1% |
| Participant deferral / active EE | $1,480 | $5,955-75.1% | $5,202-71.6% | $5,983-75.3% |
| Admin fee / account holder | $2,155 | $17,079-87.4% | $13,987-84.6% | $11,252-80.8% |